RWC July/August 2018 Bulletin

1st July 2018

RWC July/August 2018 Bulletin

Hello and welcome to our latest issue. The summer edition brings you an array of insightful articles covering everything you need to help plan your finances, both before, during and after retirement.

Have you ever thought about writing a letter to yourself to describe your ideal future life, long-term life goals and the process of how to plan for them? On page 4, we look at how imagining what you want your life to be like in the long term when you retire can help you think much further ahead than you might ever have done before.

If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one place could give you better control and help you save money. There’s a common misconception that you can’t move existing ISAs from one provider to another. Turn to page 3 to find out more.

At some point, you’ll say ‘goodbye’ to your co-workers, get into your car and drive towards the next phase of your life – retirement. But when will that be? On page 6, we consider your move to retirement – it’s one of the most important decisions you’ll ever make, so it’s not surprising that determining the date is harder than you may expect.

We hope you enjoy reading this edition, and if you would like to discuss or review any areas of your financial plans, please contact us. We very much look forward to hearing from you.

Read the full bulletin here.

Related Articles

Making a Will during COVID-19

Thinking about how well we are prepared for our futures As coronavirus (COVID-19) leaves many of us working from home surrounded by our families and loved ones, it is inevitable that we start to think about how well we are prepared for our futures.

Read more

Bank of Mum and Dad

Make sure you can afford it and understand any tax implications Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up enough in savings to put down the deposit on a house or to afford to move up from a first home to something larger – but does this mean parents should help financially?

Read more

Festive Financial Gifts

Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren something different this Christmas? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world.

Read more