Wealth planning for you and your family

This month’s spotlight delves into the essentials of financial planning, providing a clear understanding of the basics to help individuals secure their financial future. It explores various investment strategies tailored to different life stages, from building wealth in early adulthood to retirement planning. The feature also highlights tax-efficient saving options available in the UK, such as ISAs and pensions, to help maximise returns while minimising tax liabilities. Additionally, it outlines the benefits of consulting an accountant for wealth planning, offering expert advice to optimise financial decisions and ensure long-term stability.