Southlands Financial Services Ltd

23/02/2024

Even the most level-headed investor will sometimes find themselves being swept up by the inevitable ups and downs of markets. We love the adrenalin rush of the up's but a sudden downturn can feel like having the rug pulled from under our feet.

Understanding the psychology that underpins our investing patterns can help you take the emotion out of money – and make better financial decisions

Want to be a better investor? Listen to your emotions

20/02/2024

How can you leave a meaningful legacy to your family and cut your Inheritance Tax bill after you’ve gone

Keep it in the family with tax-smart estate planning

06/02/2024

Coming up to retirement and not sure of the best way to take your retirement income? These are the key tax-traps to avoid

Five things you need to know about Inheritance Tax

27/01/2024

Once you’ve paid off your mortgage, you may find that you’ve more disposable income to spend.
What could you do with the extra money?

Paid off your mortgage? Time to invest in yourself

23/01/2024

Making tax-smart decisions by the tax year-end can make a real difference to the pension pot you can look forward to when you are wanting to take it easier in life

Boosting your pension pot before tax year-end

16/01/2024

Making the most of your ISAs before tax year-end

14/12/2023

The start of a new year is a perfect time of year to break old money habits and make some new ones. “Getting into good tax and financial habits help make your life so much easier,” says Tony Clark, Senior Propositions Manager at St. James's Place. “The key is to form new habits that make your good intentions stick, so they become second nature, to the point where you don’t even notice you’re doing them.”

Building good money habits in 2024

12/12/2023

Gifting cash or valuable assets to your family this Christmas could save you tax, and make your money work harder for the whole family

Making tax-smart gifts this Christmas

08/12/2023

The importance of responsible investing

27/11/2023

Why it’s so important to arrange a power of attorney

26/10/2023

It looks like financial pressures are set to continue. Smart planning can help you retain control

Keeping financial control during the cost-of-living crisis

22/10/2023

Life expectancy has significantly increased over the years. So, it’s important to put a savings plan in place for your future – no matter what age you are

How late is too late to start saving for retirement?