Serenity Financial Planning

Wishing you all a wonderful Easter from Team Serenity 🐰

Happy New Year from all at Serenity 🎉

We are now closed for Christmas and will reopen Tuesday 2nd January. We'd like to thank everyone for a wonderful 2023 & see you all in 2024! Merry Christmas 🎅

We recently stumbled upon a gem of wisdom from Carl Richards of Behaviour Gap that we think you’ll appreciate - read more in our Insights Article... https://serenityfp.com/marketsgetting-you-down/

Inheritance Tax is once more in the news, as it's rumoured to be just one of the topics discussed in next week's Autumn Statement - familiarise yourself with the current arguments for and against in this months Insights 👉 https://serenityfp.com/the-uk-governments-potential-move-to-abolish-inheritance-tax-iht/

A big happy birthday today to our wonderful Hollie Simpson! Have a fantastic birthday 🎂

Back in July we welcomed Stephen Page to the team, find out more about Stephen in our article 👉 https://serenityfp.com/meet-stephen-page/

The potential abolition of Inheritance Tax is a complex and controversial issue that warrants careful consideration, read more in this month's Insights - https://serenityfp.com/the-uk-governments-potential-move-to-abolish-inheritance-tax-iht/

Following the recent increases in the Bank of England base rate to 5%, you might legitimately ask why you should invest in volatile or “risky” assets when your cash is providing a return of 5%? Read more 👉 https://serenityfp.com/why-invest-if-cash-is-giving-a-return/

As humans, we’re naturally wired to seek security and pleasure while avoiding pain. This instinct has served us well as a species, but it can wreak havoc on our investment decisions - if market jitters are getting you down, have a read of our Insights article... https://serenityfp.com/marketsgetting-you-down/

There have been long considered potential reforms to IHT, and recently, there has been talk about the possibility of abolishing it altogether. Find out more in this month's Insights 👉 https://serenityfp.com/the-uk-governments-potential-move-to-abolish-inheritance-tax-iht/

It is not uncommon for people to overlook nominationg a pension beneficiary and many assume that the pension benefits will automatically follow the directions within their will. FInd out more 👉https://serenityfp.com/the-importance-of-nominating-your-pension-beneficiaries/