Parsonage Financial Planning

More than half of homeowners don’t have enough life insurance to protect them - click the link for more information 👇

More than half of homeowners don’t have enough life insurance to protect them — Parsonage Financial Planning | Investment Management More than half of homeowners don’t have an adequate amount of life insurance cover in place should the worst happen. A shortfall could leave your family vulnerable and may mean they can’t keep up with mortgage repayments.

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78% of retirees could be missing out on investment returns by accessing their pension early — Parsonage Financial Planning | Investment Management More than three-quarters of people over the age of 55 have withdrawn some money from their pension before they retire. While it could afford you more flexibility now, it might also mean you miss out on long-term investment returns. Find out how accessing your pension early could affect your retireme

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How “time travelling” as part of your financial plan could help you secure your goals — Parsonage Financial Planning | Investment Management A chance to take a glimpse into the future could help you make better financial decisions that support your long-term goals. The good news is you don’t need a DeLorean to “time travel”; a financial plan could help you see the potential outcome of your decisions too.

Guide: How an Olympic mindset could help you manage your finances effectively

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Guide: How an Olympic mindset could help you manage your finances effectively — Parsonage Financial Planning | Investment Management Thousands of athletes are descending on Paris for the 2024 Olympics this summer. It’s not just natural talent and a dedication to training that’s helped them reach this incredible goal, but their mindset too. Discover some of the powerful Olympic lessons you could apply to managing your finances...

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3 practical ways you could reduce your tax bill in retirement — Parsonage Financial Planning | Investment Management As the Personal Allowance is frozen, more retirees are finding they’re liable for Income Tax. If you’re retired, there could be some practical steps you may take to reduce your tax bill.

Guide: How to find purpose and get the most out of your retirement

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Guide: How to find purpose and get the most out of your retirement — Parsonage Financial Planning | Investment Management Getting the most out of your retirement is about more than organising your finances. Finding your purpose and considering what makes you happy could help you enjoy the next chapter of your life. Discover some of the steps you can take to embrace retirement.

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3 fantastic benefits of leaving a charitable legacy in your will — Parsonage Financial Planning | Investment Management Charities often depend on donations, including gifts that are left to them in wills. A charitable legacy not only gives you a chance to support a good cause, but it could be useful for Inheritance Tax purposes too. Discover why you might want to consider including charitable giving in your estate pl

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How a financial plan could alleviate your inflation worries — Parsonage Financial Planning | Investment Management Research has found that inflation continues to be the biggest concern in households around the world. While inflation is falling, you might worry about how a period of costs rapidly rising in the future could affect your long-term finances. Read how a financial plan could help you prepare.

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The essential guide to mortgages — Parsonage Financial Planning | Investment Management Reviewing mortgage options can be overwhelming, whether you’re a first-time buyer or are expanding your property portfolio. This handy guide covers the essentials you need to know when you’re comparing different deals to help you find the one that’s right for you.

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The essentials you need to know about critical illness cover — Parsonage Financial Planning | Investment Management Critical illness cover could provide an essential safety net if you’re diagnosed with a serious condition. However, a survey suggests many people don’t understand how it works and why it could be valuable. If you want to improve your financial resilience, read about why critical illness cover mi...

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4 compelling reasons you might want to consolidate your pension — Parsonage Financial Planning | Investment Management Consolidating your pensions could make your retirement savings easier to manage. Learn about the other potential benefits, and some key considerations, in this article.

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The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth — Parsonage Financial Planning | Investment Management Financial planning could add value to your life. This month, read about how it could help you grow your wealth to take a step closer to your life goals.