The Tavistock Blog

News and views to help you plan your financial future.

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By Tavistock | July 3, 2024

Focusing on self-actualisation in retirement

To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of. You need a robust financial plan.

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By Tavistock | June 25, 2024

AI & Scams

Although there is much excitement surrounding the advent and development of artificial intelligence (AI), there are some serious risks involved – namely, the prevalence of scams that are becoming increasingly sophisticated.

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By Tavistock | June 19, 2024

The surging cost of retirement

According to the Pensions and Lifetime Savings Association (PLSA)1, a ‘moderate’ standard of living that includes £55 per week on groceries, a two-week all-inclusive holiday, £10 a week on takeaways and £100 a month to take others out for a meal, could cost a single person £31,300 a year, which is £8,000 more than last year. For couples, £43,100 a year is required to live at this standard.

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By Tavistock | June 13, 2024

New Pension Tax Framework

Discover the key changes to the UK’s pension tax framework that came into effect 6 April 2024 and how they impact your retirement planning.

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By Tavistock | June 6, 2024

Wealth Transfer Gains Momentum

Recently published research suggests the long-heralded ‘great wealth transfer’ is now firmly underway, which inevitably heightens the need for carefully considered intergenerational financial planning as assets continue to flow down the generations.

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By Tavistock | May 23, 2024

Developing Your Retirement Strategy

Have you developed a retirement strategy yet? Whether you’re nearing retirement, or you still have many years of your working life ahead, careful planning is essential to secure financial stability and peace of mind when you stop working.

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By Tavistock | May 2, 2024

Calling All Savers – Make sure your Pension is on Track

Making sure your savings are on track for retirement is crucial. The good news is that there’s been an uptick in 45-54-year-olds taking action to save more for retirement, according to a recent study.

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By Tavistock | April 16, 2024

New tax year: Spring clean your finances

As the calendar pages turn to a new tax year, it’s a perfect moment for a bit of financial spring cleaning. With the arrival of the new tax year, there’s a fresh opportunity to review, reset, and rejuvenate your financial strategy. Whether you’re aiming to grow your savings, optimize your investments, or just get a clearer picture of where you stand, now is the time to take action. Here are some the things to consider early on in a new tax year.

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By Tavistock | March 27, 2024

Surmounting bias, fostering mentorship and paying it forward: Amy Chidgey

In celebration of International Women’s Day 2024, Tavistock Investments is shining a spotlight on some of our colleagues and their journeys within the finance and investment sector.

“Every revolution was first a thought in one man’s mind.”

Ralph Waldo Emerson

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