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Your Retirement Planning Checklist
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- Created: Monday, 02 July 2018 09:22
As you approach retirement age, it’s a great idea to start planning for retirement. A good starting point is to review all of your finances to ensure that you have a clear idea of how you can enjoy the lifestyle that you would like. As you approach retirement age, it’s a great idea to start planning for retirement. A good starting point is to review all of your finances to ensure that you have a clear idea of how you can enjoy the lifestyle that you would like.
Having a family is a costly affair. Not only do you have the initial outlay of prams, cots, nappies and everything else that comes with a newborn; then there is the reduction in pay if you are taking time away from work, the cost of childcare if you are returning to work and much more to consider. Take a look at our Quick Guide to Financial Family Planning to give you some pointers of what you should be taking into consideration.
There are many ways to save money and one popular choice is that of an Individual Savings Account, or ISA. ISAs are very similar to regular savings accounts, except you do not pay tax on the interest that you earn.
With the end of the tax year looming, if you haven’t already done so, now is an opportune time to ensure that you are making the most of your tax-saving allowances. To avoid missing out on any tax-saving opportunities you need to act before the 5th April.
