Woburn Street Financial Planning

Did you know that embracing these 4 positive money mindset changes could help you get more out of your finances? 1. Forgive past mistakes 2. Recognise your financial flaws 3. Stop comparing yourself to others 4. Focus on what brings you happiness Click the link below to learn more.

Have you set your life goals for 2025 yet? Whether you started thinking about them in December or you're only just setting out what you want your year to look like, considering what you'd like to achieve in 2025 and beyond could be a valuable exercise. Click the link below to learn why.

If you were trying to improve your health and wellbeing, what would you change? Your first instinct may be to eat healthier foods or exercise more frequently. However, your social life may play a more important role in your overall health than you may think. Read our blog, linked below, to discover how loneliness can affect your health, and what you can do to combat it.

Did you know that more than 1 in 5 UK adults are delaying major life events until they receive an inheritance? Instead of waiting to receive an inheritance, gifting might be a better way to support your loved ones. Click the link below to learn more.

Lifetime cashflow forecasting could help you make better financial decisions and feel more confident about your financial future. Click the link below to discover 4 valuable ways it may support your wellbeing.

You might think of your financial plan as a way to help you reach your life goals. But it could benefit more than just you. As a financial plan focuses on your goals, you might choose to include ways to create a legacy for your loved ones. It could mean your wealth provides long-term financial security to your children, grandchildren, and others who are important to you. Click the link below to learn more.

How many of these financial tasks have you been putting off? 1. Checking the interest rate your savings are earning 2. Reviewing your investments 3. Using your gifting allowance 4. Tracking down "lost" pensions 5. Accessing your financial protection Sorting them out now can help you feel more confident heading into 2025. Click the link below to discover 5 more.

Do you know how these key Budget announcements may affect your financial plan? 1. The main rates of Capital Gains Tax have increased 2. Your pension may form part of your estate for Inheritance Tax purposes Click the link below to learn more.

Did you know that your social life could be just as important as your health? In fact, the US surgeon general warned that the mortality effects of loneliness are equivalent to smoking 15 cigarettes a day. Click the link below to find out why.

Are your loved ones relying on an inheritance to reach their life goals? A survey suggests more than 1 in 5 UK adults are delaying major life events until they receive an inheritance. However, this decision could harm their long-term financial security, so click the link below to find out why and whether gifting during your lifetime could be a way to support your loved ones.