Monthly Archives: October 2022

Challenging waters ahead

Posted on October 26 2022 by wpManager

Even experienced investors are likely to find the current investment environment a challenge, particularly when one considers the array of uncertainties in the post-COVID economy which are so fundamentally different to those faced during the last two years. Opportunities, however, … Continue reading →

The growing need for intergenerational planning

Posted on October 13 2022 by wpManager

With the next 30 years set to witness the largest ever intergenerational passing of wealth, the need for inheritance advice has never been greater. Intergenerational planning, however, can also help with more immediate financial needs, particularly when generations work collaboratively … Continue reading →

Retirement – where’s your ‘happy place’?

If you’re in Wiltshire
and about to retire,
you’re doing it in the
right place.

This is according to an online search
engine1 that helps retirees and their families find the best retirement communities and care homes. The research found that Google searches for ‘retirement homes in Wiltshire’
have soared by 150% in the last year alone – and for good reason! With its beautiful countryside, historic towns and City of Salisbury, and great investment potential, Wiltshire is an ideal location to live out one’s later years. In close second and
third places are Buckinghamshire
and Dorset, scoring high on both investment potential and wellbeing.

Reaching your financial happy place
No matter where you’re located, though, the truth remains that you’ll struggle to achieve a happy and
fulfilled life in retirement without an
adequate level of income. So, how
much money do today’s retirees need
to live their best life after quitting
work? According to a recent survey2,
the average retired couple spends £2,333 a month (around £28,000 per year) to be ‘comfortable’ – i.e.
having enough to cover their basic
expenditure requirements in addition to some luxuries such as holidays,hobbies and dining out.

1. Lottie, 2022

2. Which?, 2022

Recent Blog Posts