Taurus Financial Planning

Recent changes to Capital Gains Tax mean it’s more important than ever to plan ahead. Learn how to minimise your liabilities and keep more of your hard-earned wealth in 2025. 🛡️ 👉 https://lnkd.in/e3BXXCtJ #CapitalGainsTax #TaxPlanning #WealthManagement #FinancialAdvice

Got a pay rise? 💸 Congratulations! 🎉 But don’t let ‘lifestyle creep’ eat up your extra income. With a little planning, you can make that raise work for you and secure a stronger financial future. Learn how to avoid the common trap of rising expenses. 👉 https://lnkd.in/egWt774e #PayRise #FinancialPlanning #LifestyleCreep #SmartMoney

Planning Your Pension Withdrawals: What You Need to Know 🏖️ As you approach retirement, deciding how to access your pension funds is key to tailoring a strategy that meets your needs. From flexible drawdowns to fixed annuities, each option has its benefits and considerations. Exploring Your Options: 🔍 Pension Drawdown: Flexible withdrawals with 25% tax-free. 🔍 UFPLS: Take lump sums with 25% tax-free, but be cautious of tax implications. 🔍 Annuities: Secure a reliable income for life, but consider inflation and other factors. 🔍 Hybrid Approaches: Combine strategies for balanced flexibility and stability. Need help navigating these choices? Get in touch with our team. Today's article dives deeper into all of these options: 🔗 https://buff.ly/3T8R3WJ #PensionPlanning #RetirementStrategy #FinancialAdvice #PensionOptions

Unlock Your Financial Future with a Lifetime ISA! 🔑🏡💼 Curious about how a Lifetime ISA (LISA) can help you achieve your dreams of buying a home or saving for retirement? With a 25% government bonus and flexible contribution options, a LISA offers a unique way to boost your savings! Highlights on a LISA include: 💡 Contribute up to £4,000 annually with a 25% government bonus 💡 Use funds for your first home or retirement after age 60 💡 Compare it with other ISAs and see how it fits your goals Want to dive deeper into how a LISA can work for you? 🔗 https://buff.ly/3T8R3WJ #LifetimeISA #Savings #FinancialPlanning #HomeBuying #RetirementSavings

🌍📉 Global stock markets faced significant turmoil on the 5th August 2024, with Tokyo’s Topix experiencing its worst day in 37 years. The US and European markets followed suit, sparking fears of a potential US recession. But how should investors navigate these choppy waters? 🌊 Understanding market volatility and maintaining a long-term perspective is key. Don’t let market fluctuations shake your confidence. Learn how to stay focused and patient with your investment strategy. Read the full article to get expert tips on navigating such market volatility. 👉 https://buff.ly/3T8R3WJ Remember, the value of investments can fall as well as rise. Always consult with a financial adviser to ensure your strategy aligns with your goals. #MarketVolatility #StockMarket #Recession

Stay One Step Ahead of Financial Scams! 🚨🔒 With £1.2 billion lost to payment fraud in 2023, it’s crucial to be vigilant against evolving scams.* From fake tax demands to AI-generated fraud, scammers are getting more sophisticated. 🔍 Learn how to protect yourself with practical tips and stay informed about the latest threats. 👉 https://buff.ly/3T8R3WJ *UK Finance: Annual Fraud Report 2024. #FinancialScams #FraudPrevention #StaySafe #PaymentScams

Looking to build wealth steadily? 📈💼 Discover the benefits of Pound Cost Averaging, a disciplined investment strategy that can help you navigate market volatility and reach your financial goals. Click the link to learn more about how this approach works and why it might be right for you! 🔗 https://buff.ly/3T8R3WJ #Investing #WealthBuilding #FinanceTips #PoundCostAveraging #FinancialPlanning

Curious about Premium Bonds? 🎟️ With the chance to win tax-free prizes from £25 to £1 million, they’re a popular choice. But how do they compare to the guaranteed returns of savings accounts? Read: https://buff.ly/3XtCPTj #PremiumBonds #SavingsAccounts #InterestRates

🏘️ Can UK housing policies bridge the affordability gap? As the 2024 election approaches, housing affordability and availability are critical issues. Rising home costs, a shortage of affordable housing, and high interest rates affect everyone. Explore how political parties plan to address these challenges and what it means for your future. Have a read in our June newsletter: https://buff.ly/3XtCPTj #UKElection2024 #HousingCrisis #AffordableHousing

Worried about the real value of your savings? 💷 Inflation erodes purchasing power, but high-yield savings accounts can help you stay ahead. Find out how to maximise returns and safeguard your savings. Read: https://buff.ly/3XtCPTj #SavingsTips #HighYieldAccounts #FinancialSecurity