Lewis Reilly - Financial Planner

05/02/2024

Anyone fancy having to work this long?

If not taking action regarding your pension planning can help.

Research on life expectancy and birth rates shows that ill health makes status quo unsustainable

05/02/2024

Pensions Tax Relief

02/02/2024

Hi Everyone,

I’ve been working alongside the wonderful staff at Kilbryde Hospice and together we have planned a golf day this summer.

Feel free to get in touch and support a local hospice whilst enjoying a cracking round of golf ⛳️

Please get in touch with myself or the hospice directly to get involved.

Best,

Lewis Reilly - Financial Planner

31/01/2024

What is the Pension Annual Allowance?

30/01/2024

Once you’ve paid off your mortgage, you may find that you’ve more disposable income to spend. What could you do with the extra money? Rather than see this money ‘disappear’ into your day-to-day budget, consider how much it could be worth if you invested it. Read more in the latest blog from SJP:

This link will take you to a page that’s not on LinkedIn

29/01/2024

How do you imagine your future? Cruising the North Coast 500, or relocating to the south of France? Maybe you’ve decided that you’d like to start that micro business you always dreamed of, or move closer to family?

Now’s the time to check if you’re financially on track to achieve what you believe in: https://lnkd.in/eMD6XbDd

26/01/2024

What is HMRC and what do they do?

24/01/2024

What is Inheritance Tax?

22/01/2024

We’re used to checking we’ve made the most of all those annual tax allowances as we head into tax year-end. But it’s also the perfect time to review whether you’re still getting value for money from your Cash ISAs. With many of us still needing to keep a watchful eye on family finances, you want to be sure that any money you can save is going to work hard: https://lnkd.in/eq2ynzFK

19/01/2024

Tax Year Jargon Buster - ISA’s!

17/01/2024

Higher-rate taxpayers can unwittingly fall into a 60% tax bracket without realising. But you can take easy and tax-efficient ways to avoid the 60% tax trap before tax year-end: https://lnkd.in/eNMhXD5H

15/01/2024

Getting your head around all the jargon used in financial services can get in the way of feeling confident about your money. A full list of all the terminology used by the financial services industry would be pretty long – and it’s not necessary to know every single term in order to feel more in control. But it’s helpful to be familiar with some of the most widely used terms: https://lnkd.in/esmyJ_Sd