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At Tavistock we aim to build your confidence, develop your strategy and help you achieve your goals.

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Our stats

1bn+

Assets under advice

200

Advisers

60K

Clients

350

Corporate clients

Latest insights

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By Tavistock | February 12, 2025

Avoiding the unretirement tax trap

The trend of “unretirement”—people returning to work after initially retiring—is becoming increasingly common. However, many of those who choose to unretire are unaware of the potential tax implications. Without careful planning, unretirement can lead to unexpected tax liabilities, creating what is often referred to as the “unretirement tax trap.”

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By Tavistock | January 31, 2025

Save Smarter, Stress Less

Saving isn’t just good for your bank balance—it’s good for your mental health too. Recent findings from UK Savings Week highlight the link between regular savings habits and improved life satisfaction, particularly for low-income savers. By creating a savings routine, you can build financial resilience, reduce stress, and enjoy greater peace of mind. 

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By Tavistock | January 20, 2025

Women take the lead in opening Junior ISAs

Junior ISAs (JISAs) have become an increasingly popular way for parents and guardians to plan for their children’s financial future, and women are leading the way. Research shows that, since 2019, women have consistently outpaced men in opening JISAs, showing their growing role in long-term financial planning for their families. This trend highlights the important role women are playing in shaping the next generation’s financial security.

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