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Why your financial plan could benefit more than you by creating a legacy

Why your financial plan could benefit more than you by creating a legacy

by Gavin Johnson | Nov 4, 2024 | News

You might think of your financial plan as being 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...
Are your loved ones relying on an inheritance to reach life goals?

Are your loved ones relying on an inheritance to reach life goals?

by Gavin Johnson | Nov 4, 2024 | News

Research suggests that a worrying number of families are putting off major life decisions until they receive an expected inheritance. It could place their long-term finances at risk, but talking to your loved ones may identify ways you could offer support. According...
4 valuable ways lifetime cashflow forecasting could give you financial confidence

4 valuable ways lifetime cashflow forecasting could give you financial confidence

by Gavin Johnson | Nov 4, 2024 | News

Lifetime cashflow forecasting is a core part of financial planning that could help you understand how your future may look. It could provide essential information that means you’re able to feel confident about what’s to come and the decisions you make. Read on to find...
10 financial tasks to complete this year to head into 2025 feeling confident

10 financial tasks to complete this year to head into 2025 feeling confident

by Gavin Johnson | Nov 4, 2024 | News

The end of the year is fast approaching, and while your mind might be on celebrating the festive period, it’s the perfect opportunity to tick off some financial tasks you might be putting off. Spending some time going through your finances and thinking about what you...
2 key Budget announcements that may affect your financial plan

2 key Budget announcements that may affect your financial plan

by Gavin Johnson | Nov 4, 2024 | Budgets, News

Chancellor Rachel Reeves delivered the new Labour government’s first Budget on 30 October 2024. Amid the announcements were key changes to Capital Gains Tax (CGT) and Inheritance Tax (IHT) that could affect your financial plan. Ahead of the Budget, prime minister Keir...
Your Autumn Budget update – the key news from the chancellor’s statement

Your Autumn Budget update – the key news from the chancellor’s statement

by Gavin Johnson | Oct 30, 2024 | Budgets, News

Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore...
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A New Chapter – Free Book

Securing your financial future after divorce or bereavement.

Life has changed. Your finances can too.

Download or request a copy of A New Chapter, a free book from Chartered financial planner Gavin Johnson, and take the first step toward clarity, confidence, and control.

In the book, you’ll find:

  • Practical advice on pensions, budgeting and investing
  • Supportive guidance through emotional and financial changes
  • Available as a free digital download or print copy.

Plan your next chapter with confidence.

Learn more