
Autumn Statement
Lifestyle Financial Planning, News, Retirement PlanningAs you will have likely seen, Jeremy Hunt delivered his Autumn Statement in the Commons yesterday – it was short and relatively uneventful given the financial gossip that has been floating around for the last few weeks. Whilst there aren’t…

Taking a closer look at LPAs
Lifestyle Financial PlanningLet’s talk about the importance of a Lasting Power of Attorney (LPA). Many people associate this with something you do as you get ‘old’ but it’s just as important if you have a young family or are in the prime of your life. We have…

Are you looking to remortgage?
Lifestyle Financial PlanningNow more than ever, we are sensitive to interest rate movements and the effect this can have on your mortgage. Those of you fortunate enough to be locked into a good, fixed rate contract, can heave a sigh of relief. However, those of us (me…

Planning for the New Tax Year
Lifestyle Financial Planning, News, Retirement PlanningWe’re now all settled into the New Tax year and the usual allowances have been re-set – with a few post Budget amendments. Before we remind you of those, there is one opportunity that is especially time-sensitive and could be very important…

End of Tax Year Planning – Don’t miss the deadline!
Lifestyle Financial Planning, NewsNew (Tax) Year Resolutions
We’re well into January now and those new years resolutions have either fallen by the wayside, or you are reading this at the gym whilst drinking a green smoothie! Don’t despair, if like me those resolutions have…

New Tax Year Planning
Lifestyle Financial Planning, News, Retirement PlanningThe new tax year started on the 6th of April and with that, the opportunity to make early use of your 2022/23 allowances. Getting your money to work in a tax-efficient manner at the beginning of the tax year can make a lot of sense (see the…

Spring into Action with End of Tax Year Planning
Lifestyle Financial Planning, NewsIt’s worth noting that the Spring Budget is planned for the 23rd March this year – the Autumn statement was cancelled so we may see some changes announced in the Budget that may well impact your future financial planning. So, as usual, we…

The Club – Summer 2021 Edition
carrington club, Lifestyle Financial Planning, Retirement PlanningOur newest edition of The Club has landed! Available online, the eco-friendly way, click HERE to read it cover to cover.
We found this edition completely inspiring to work on and we hope you enjoy it as much as we did. The theme for this…

Be that Bird
Lifestyle Financial Planning, NewsHappy New Tax Year! As I’m sure you know, the new tax year started on the 6th April and with that, the chance to make as much early use of your 2021/22 allowances. Getting your money to work in a tax-efficient manner at the beginning of the…

End of Tax Year Planning 2021
Lifestyle Financial Planning, NewsWell, it has been quite a year since our last End of Tax year email, hasn’t it! To reassure you, this note has nothing to do with homeschooling, social distancing, masks, not getting an Ocado order for 6 weeks because people are panic buying…

One for the Kids – Intro to Personal Finance Webinar
Lifestyle Financial Planning, NewsYou asked and we listened. Back by popular demand, we will be running our Introduction to Personal Finance seminar this month.
Hosted by two of our young hot-shots, Tom Scott and Thomas Fairbank, this webinar is aimed at your Children, who…

Need Mortgage Advice?
Lifestyle Financial Planning, NewsAs you may be aware, after many years of service to Carrington, David Bentley retired earlier this year.
After much consideration, we are delighted to introduce you to First Financial, whom we will be working alongside to be able to continue…