FAC Group

08/09/2023

Will you make the right decisions around your pension pot?
Why defined contribution pensions are even more appealing for wealth transfer
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Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax year in March’s Spring Budget 2023 has made defined contribution pensions even more appealing for wealth transfer. This benefits indivi...

07/09/2023

Preserving wealth for future generations
Starting estate planning early and implementing it in stages is desirable
The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately £7.09 billion British pounds in 2022/23, compared with £6.05 billion in the previous financial year... https://facgroup.co.uk/preserving-wealth-for-future-generations/

06/09/2023

Key traits for successful wealth-building
Developing an investment strategy tailored to your goals
Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them.

Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them. Planning allows you...

04/08/2023

Getting retirement ready
Key steps to achieving a comfortable retirement
A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milestone.
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Key steps to achieving a comfortable retirement A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milesto...

03/08/2023

Responsible asset selection
Supporting responsible practices and contributing to a sustainable future
Read more... https://facgroup.co.uk/responsible-asset-selection/

02/08/2023

Maximising your investments in your 50s
Time to evaluate whether you need to modify your objectives or saving strategies?
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Time to evaluate whether you need to modify your objectives or saving strategies? As you enter your 50s, retirement is no longer a distant dream but a rapidly approaching reality. Ensuring that your investments work diligently to secure the lifestyle you envision for your golden years is crucial. By...

07/07/2023

Are we entering an investment bond renaissance?
Exploring why they are an attractive option to mass-affluent investors
Read more: https://facgroup.co.uk/are-we-entering-an-investment-bond-renaissance/

04/07/2023

Normal Minimum Pension Age update
Essential information for your retirement planning
A significant change is on the horizon that may affect when you can access your pension money. We’ll guide you through this change and its potential implications, so you can confidently prepare for retirement... https://facgroup.co.uk/normal-minimum-pension-age-update/Normal

03/07/2023

Price of adulthood
Financial responsibilities increase significantly after 25
Paying essentials like utilities and council tax becomes a reality as young adults transition from student life to the workforce. The reality of financial responsibilities often accompanies the excitement of newfound independence during one’s mid-twenties. Read more... https://facgroup.co.uk/price-of-adulthood/

12/06/2023

Alexander Grove, Par…£270,000… A modern three bedroom home occupying an elevated position with Southerly facing, landscaped rear garden. Must be viewed to be fully appreciated!

06/06/2023

Financial wellbeing
More than 24.5 million people are financially disengaged
Do you often review your finances? Or are you one of those people who just hope for the best? Although managing finances may not be the most exciting activity, keeping track of your financial wellbeing can make a significant difference to your life, both in the present and in the future.
Read more: https://facgroup.co.uk/financial-wellbeing/