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In this month’s newsletter, we ring in the new year with some all-important tips to strengthen your finances. Then, we look at the concept of sequencing risk and how the timing of your retirement can make all the difference.
Next, we turn to the tricky topic of estate planning and how you might be able to keep future disputes to a minimum. And for anyone thinking about gifting assets to their children, whether it’s cash or property, it’s worth familiarising yourself with all the ways tax might apply. Finally, we unpack the money blueprints so many of us adhere to and look at ways they might be holding us back.
Enjoy the edition.
Regardless of your age, income or life goals, there are a few things everyone should consider putting on their financial to-do list this year.
All those market fluctuations you learned to live with throughout your working life become much more consequential as you approach retirement.
Estate planning is a delicate business, and despite your best efforts there’s always a chance things might take a turn for the messy after you’re gone.
It’s common for parents to give cash, cars, and even shares and property to their children. But how tax is applied — and who it’s applied to — differs across the board.
When it comes to money, many of us are walking around with a set of rules that limit our ability to thrive financially.
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