Abs Awesu Chartered MCSI - Financial Planner

Forgetting something? It happens to the best of us. But it’s good to review your life cover regularly, so you and your family are still fully covered.

It’s easy to start a conversation via my adviser profile profile: https://www.quilter.com/abolore-awesu

(source: https://www.which.co.uk/news/article/two-thirds-of-adults-in-their-30s-dont-have-enough-life-insurance-aveY96v8Fkof)

A visual cashflow model lets you see the potential impact of different scenarios before they happen. It’s a great way to plan your financial future.

You can find out more about me, and cashflow modelling, on my profile: https://www.quilter.com/financial-advice/adviser-directory/abolore-awesu/?Region=uk&Role=cust

Only 20% of savers correctly identify the £20k ISA limit* - the amount you can save every year, tax efficiently. Let’s chat so you don’t miss out this year.

Just get in touch via my adviser profile: https://www.quilter.com/financial-advice/adviser-directory/abolore-awesu/?Region=uk&Role=cust

Tax treatment varies according to individual circumstances and is subject to change.

Stocks and shares ISAs invest in corporate bonds, stocks and shares, and other assets that fluctuate in value.
For ISAs, investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
(Source: *https://inews.co.uk/inews-lifestyle/money/saving-and-banking/savers-missing-tax-free-savings-isa-limit-3042362?srsltid=AfmBOopFhrPoG8kyyhL7LT6RgTy-w3SO0NCVAnkyLrRtOu4unYbOSyZV)

Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. November 2024.

Nine ways additional rate taxpayers can reduce their tax bill - Your Money About 862,000 people now pay the additional tax rate – double the number who paid the 45% rate three years ago.

The self-assessment deadline is fast approaching on 31 January. Those needing to file, and fail to do so, will face a fine.

One week warning for millions to act before deadline - or risk £100 fine If you miss the self-assessment deadline, which is 11.59pm on January 31, you will be charged a £100 fine - even if you don’t have any tax to pay

HMRC collected £5.7 billion in inheritance tax receipts in the nine months from April to December 2023, the latest figures show.

www.express.co.uk

There are many different savings methods recommended by various people online, but which ones are worth it?

Here financial planner James Marston breaks down the pros and cons of fiver popular ones.

Which popular savings methods work best? | Quilter Social media has become awash with influencers and so-called experts giving their opinions on the best way to save.

6 unusual reasons you might need to file a 2022-23 tax return - Which? News From side hustles to charitable donations, Which? reveals what other income streams can result in a tax bill

Key factors that affect how long your pension will last | Quilter To retire or not to retire? We look at seven key factors which could affect how long your pension income lasts.

Are you haunted by ghost pensions? | Quilter It could be time to make contact with forgotten pensions.

How dipping into your pension too early can ruin your retirement Large withdrawals from your pension pot in your fifties will erode your savings and could leave you struggling to pay bills in old age