Skip to main content
Tag

Retirement planning | Off Piste Wealth

Client newsletters

Planning and Preparing for Retirement

Planning and Preparing for Retirement Reaching our 50s and 60s often brings retirement planning into sharper focus, making it an ideal time to ensure our financial plans align with our retirement dreams. This phase of life marks a transition from years of dedication and hard work toward a time of personal fulfillment, where we can pursue passions, spend time with…
David Gregory
November 13, 2024
Client newsletters

Financial planning in your 50’s

Welcome to our guide on financial planning in your 50's   Financial planning in your 50's: A Critical Time. Your 50s are not just another chapter in life; they mark a transformative and exciting phase in your financial journey. By now, your life may have settled into a more predictable rhythm. Your children might be financially independent, and you could…
David Gregory
September 27, 2024
Client newsletters

Strategies for Expanding Your Pension Savings

Strategies for Expanding Your Pension Savings For the 2024/25 Tax Year   Welcome to our detailed handbook on Techniques for Growing Your Pension Nest Egg. As we step into the 2024/25 tax year, it's crucial to explore opportunities to revitalise and enhance your pension savings strategy. This guide aims to provide insights into how you can make the most of…
David Gregory
May 15, 2024
Client newsletters

How to maximise pension savings

Welcome to our blog on how to how to maximise pension savings   As we step into the new tax year, page 08 of our guide delves into the importance of reassessing your pension savings strategy. This is a crucial step to ensure that you're on track to meet your retirement goals. For example, if you've experienced changes in your…
David Gregory
May 15, 2024
Client newsletters

Financial Planning for the New Year

In this article we discuss the financial planning opportunities for the new year.   Take stock of your financial situation and plot a course for your future wealth and security. Welcome to our Guide to Financial Planning for the New Year. The start of a new year is an excellent time to take stock of your financial situation and plot…
David Gregory
January 10, 2024
Client newsletters

Financial planning in your 50’s

In this article we will explore the importance of financial planning in your 50's. As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life has likely found a steady rhythm by now. Children have probably taken flight, becoming financially self-sufficient, and the idea of reducing work hours or even retiring completely starts to surface. Each…
David Gregory
November 9, 2023
Financial Fitness

Achieving Financial Independence for Professional athletes

Achieving Financial Independence for Professional athletes. In the world of sports, achieving financial independence is a crucial goal for professional athletes. Professional sports provide a unique opportunity for athletes to excel in their chosen field and achieve financial success at a young age. However, it is crucial for these sportsmen and women to understand how to manage their finances effectively…
David Gregory
June 20, 2023
Financial Fitness

How Professional Athletes Can Utilise Venture Capital Trusts

Professional athletes face unique financial challenges not just to do with the sport they play. This may include managing significant income, planning for an early retirement and sustaining the lifestyle they’ve become accustomed to. One effective strategy for these athletes to build a sustainable income stream, is to consider is utilising Venture Capital Trusts (VCT's). VCTs provide a tax-efficient investment…
David Gregory
June 13, 2023
Financial Fitness

Financial Planning for Professional Sports Athletes: A Comprehensive Guide

Financial planning plays a crucial role in the lives of professional sports athletes, particularly those between the ages of 16 to 30. As they navigate their careers, athletes must ensure their wealth is effectively managed, considering various factors such as investment strategies, sponsorship income, retirement planning, tax planning, endorsements, and the use of limited companies to house image rights and…
David Gregory
June 7, 2023
Close Menu