Navigate IFA

Recently, Jack Parte took part in the Tour of East Tyrone in support of Charis Cancer Care.

Thanks to the generosity of friends, family, clients and supporters, more than £300 was raised in just a few days.

Charis Cancer Care provides vital support services for people across Northern Ireland affected by cancer, and every donation helps make a difference.

We're closing up for the Bank Holiday weekend. Back open Tuesday 14th.

Enjoy the sun! ☀️

One of the more surprising conversations we have with clients is about spending money. Not because they don't have enough, but because they don't feel comfortable doing it.

After decades of saving, investing and planning for the future, many people find spending far more difficult than they expected.

Our latest article explores why that happens and why financial planning isn't just about building wealth, but knowing how and when to enjoy it.

Read the full article: https://bit.ly/4woaNGS

Death and inheritance tax aren't topics most families rush to talk about.

But avoiding the conversation doesn't make it go away.

With significant inheritance tax changes due to come into force in 2027, more families are finding themselves asking important questions about pensions, estate planning and how to make things easier for loved ones in the future.

That's exactly what we'll be discussing in our upcoming webinar.

More details coming soon.

One thing that stood out to us while looking at the upcoming inheritance tax changes was this:
The challenge isn't always the tax itself.

It's the administration.

It's the fact that someone, often a spouse or child, may be left trying to piece together years of financial information while also coping with loss. Tracking down pensions, contacting providers, pulling together information from different places. All while emotions are running high.

Good financial planning isn't always about saving money.

Sometimes it's about making sure the right information is in the right place, so the people around you aren't left trying to figure it all out themselves.

We've written more about that in our latest article:
https://bit.ly/3PZpEYS

A big well done to Jack, and everyone else involved in the 100km cycle last weekend.

Jack has raised £300 for Charis Cancer Care so far.

There's still time to donate and you can do so here - https://tinyurl.com/2hjvfn53

Our very own Jack, one our Financial Planners here at Navigate, is taking part in a 100km Charity Cycle in aid of Charis Cancer Care this coming Sunday!

The "Tour of East Tyrone" will see Jack join other cyclists for a full day of cycling in a bid to raise much needed funds to help ensure nobody faces cancer alone in NI.

A great cause and no better man for it. If you'd like to donate please check out - https://tinyurl.com/2hjvfn53

Good luck Jack! 🩵🚴

It's surprisingly easy to lose track of a pension.

One from your first job, another from an employer you left years ago, a small pension pot that's been sitting in the background ever since.

For years, that might not have seemed like a big issue.
But as inheritance tax rules change, knowing where your pensions are held and making sure everything is properly organised could become much more important for the people you leave behind.

We've written more about why in our latest article:
https://bit.ly/3PZpEYS