Nov 11 2019
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Welcome to our latest edition of Intelligent Wealth. Inside this issue, we look at a number of topical financial planning stories that are making the news agenda. 

Creating and maintaining the right investment strategy plays a vital role in securing your financial future. But we live in the era of the 24-hour news cycle, and ‘bad news sells’. The investment world can be unpredictable, and investors currently have plenty of bad news to process with a plethora of events making the daily and even hourly news headlines – from the US-China trade conflict and oil price volatility, to Britain’s exit from the European Union.

We consider why it’s important to stay positive and focus on your investment goals. Once we enter January, the end of the 2019/20 tax year will be just over three months away.

As 5 April approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could help reduce your tax bill and make sure your finances stay tax-efficient. 

On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s State Pension age. The retirement age for women has increased from 60 to 65, in line with men, and will go up to 66 by 2020, and to 67 by 2028.

Nearly four million women have been affected by these changes. We consider the impact of the High Court’s decision. Also inside this issue, we look at whether some people are ‘sleepwalking’ into retirement and how much will you need to save to afford a comfortable retirement.

We also see how the emotional upheaval of divorce can be difficult to deal with, as well as the financial implications. A full list of the articles featured in this issue appears opposite.

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Welcome to the launch edition of Intelligent Wealth; Fairstone’s free financial planning magazine.

Clearmoney July August 2019

Welcome to the latest issue. Inside, you’ll find an array of articles about how we can help you further to plan, grow, protect and preserve your wealth.