Odyssey Wealth Management Ltd

Complex incomes lead to majority of high net worth borrowers facing mortgage rejection.

Click below to read more:-

https://www.odysseywealth.co.uk/blog/complex-incomes-lead-majority-high-net-worth-borrowers-facing-mortgage-rejection

Changes to Pension Tax-Free Cash lump sums.

Previously, you could take up to 25% of your pension as a tax-free lump sum. This could be through a single withdrawal or spread across several. However, following the removal of the pension Lifetime Allowance, there is now a cap.

Click the link below to read more

https://www.odysseywealth.co.uk/blog/what-you-need-know-about-taking-your-pension-tax-free-lump-sum-202425

Tips for Generation X

It’s not surprising that Generation X isn’t feeling confident about retirement – many are supporting other generations. 3 in 10 are providing financial support to adult children, while around 1 in 10 are helping elderly relatives.

Click below for the full story:-

https://www.odysseywealth.co.uk/blog/practical-tips-gen-x

The chancellor has delivered the Spring Budget outlining the government’s fiscal plans for 2024 and beyond.

To help you understand what this means for you, we’ve produced a summary of the main points of Jeremy Hunt’s speech.

You can also read about how the measures announced could affect you, your family, and your business.

If you have any questions regarding the 2024 Spring Budget, and how it may affect your financial plan, please get in touch.

Click below to read the main points

https://odyssey-wealth.co.uk/cr/AQjV0AsQ_52mARjP_oe-AfORHS7E7nkF4opC_iQCJnr3V_TuF3QptwsQdH0H4lDl

The end of the 2023/24 tax year is just a few weeks away. It may be your last chance to use some allowances that could reduce your tax liability. If you have any questions about which allowances are appropriate for you, please contact us. Read more by clicking the link below

https://odyssey-wealth.co.uk/t/cr/AQjV0AsQ4fylARjC6O5JZEjNj19NLENZIu5AaTr5Z93GDgCF-aTqPsuK0se0_II

Behavioural finance” was first coined in the 1970s by economist Robert Shiller and psychologists Daniel Kahneman and Amos Tversky. They used the term to refer to how unconscious biases and heuristics affect the way people make financial decisions.

Read the full story via the link below

https://www.odysseywealth.co.uk/blog/behavioural-finance-effect-psychology-investors?utm_campaign=2514209_Odyssey%20Wealth%20Management%20Newsletter%20October%202022&utm_medium=email&utm_source=The%20Yardstick%20Agency&dm_i=4311,1HVZ5,6LB5U7,5IIMI,1

Your older pensions could be delivering “poor value for money”, and it could cost you thousands of pounds.
https://www.odysseywealth.co.uk/blog/your-older-pensions-could-be-delivering-“poor-value-money”-and-it-could-cost-you-thousands

Tensions in Europe and the invasion of Ukraine affected stock markets around the world. Here’s your investment market update with all the latest news.
https://www.odysseywealth.co.uk/blog/investment-market-update-february-2022

Keep your children or grandchildren entertained over the upcoming school holiday with these fun family-friendly Easter activities.
https://www.odysseywealth.co.uk/blog/7-fun-easter-activities-enjoy-your-children-or-grandchildren

Just to Assure our Clients.

We are obviously concerned for the people of The Ukraine and the general populous of Russia who want no part in this war, but we also wanted to address any concerns that our clients may have resulting from the conflict.

To read more click the link below:

https://www.odysseywealth.co.uk/blog/just-reassure-our-clients-current-events

5 beautiful places to consider if you’re thinking about buying a holiday home in the UK

https://www.odysseywealth.co.uk/blog/5-beautiful-places-consider-if-you’re-thinking-about-buying-holiday-home-uk