Gale and Phillipson

01/09/2023

What are the mansion house pension reforms, and will they affect your wealth.

Read our blog here:

The Chancellor is looking to make changes to the way pensions are invested through the Mansion House reforms. t Could it affect your wealth?

27/07/2023

Creating a will is a crucial part of a complete, long-term financial plan. Not having one can create major issues for your loved ones after you’re gone.

Of course, not having a will at all is the biggest mistake of the lot, but since you’re reading this article, we’ll assume you’ve made sure to get yours in order!

Instead, we’re going to focus on major mistakes people can make when sorting theirs out.

https://www.galeandphillipson.co.uk/blog/2023/07/17/making-a-will/

26/07/2023

According to the Public Accounts Committee, there is nearly 1 million young adults that might be missing out on their unclaimed Child Trust Funds. There is a reported £1.7bn unclaimed funds waiting to be accessed.

MPs criticise HMRC over "failure" to keep young people informed about their Child Trust Funds maturing.

19/07/2023

Welcome to our Guide to Maximising Pension Savings.

Many people are feeling the pressure on their finances at the moment due to the backdrop of rising inflation and the cost-of-living soaring.

In these circumstances, it can be difficult to think about your long-term finances or even contemplate saving for the future.

Read our guide here:https://www.galeandphillipson.co.uk/wp-content/uploads/2022/10/maximising_pension_savings_singles.pdf

03/07/2023

We often think of retirement as finally getting a well-deserved and long extended break.
Many don’t realise that despite the weight it lifts from us, this new phase of life can be a little difficult to navigate at first:
https://www.galeandphillipson.co.uk/blog/2019/12/09/8-tips-for-adjusting-to-retirement/

16/06/2023

Inheritance tax has been hugely controversial for many years, with some arguing it needs to be reformed, and others saying it should be scrapped completely.

But the noise of the debate has recently gone up a notch, as more than 50 Conservative MPs, part of the Conservative Growth Group, are now actively calling on the government to abolish inheritance tax before the next general election. Read our blog here:

https://www.galeandphillipson.co.uk/blog/2023/06/14/should-inheritance-tax-be-scrapped/

13/06/2023

Whether you’re nearing the start of your retirement or you’ve still got a few years of work ahead of you, it’s likely that you’ve already started planning this next significant phase in your life. https://www.galeandphillipson.co.uk/blog/2018/08/24/planning-the-best-time-of-your-life/

09/06/2023

We are hearing more and more from companies about ESG – their environmental, social and governance credentials. What really is ESG? And can it possibly matter as much as profits? After all, without profit you cannot pay your employees: you cannot re-invest in the business and you cannot pay dividends to your shareholders.
Learn more about ESG investing here:
https://www.galeandphillipson.co.uk/blog/2021/10/18/what-is-esg/

30/05/2023

Welcome to our Guide to Maximising Pension Savings.
Many people are feeling the pressure on their finances at the moment due to the backdrop of rising inflation and the cost-of-living soaring.
In these circumstances, it can be difficult to think about your long-term finances or even contemplate saving for the future.

Read our guide here:https://www.galeandphillipson.co.uk/wp-content/uploads/2022/10/maximising_pension_savings_singles.pdf

25/05/2023

As you are far more likely to face a serious illness or be off work for a lengthy period than die during your working life it is vitally important to consider getting protection.
https://www.galeandphillipson.co.uk/blog/2020/02/18/protection-myths/

23/05/2023

We often think of retirement as finally getting a well-deserved and long extended break.
Many don’t realise that despite the weight it lifts from us, this new phase of life can be a little difficult to navigate at first:
https://www.galeandphillipson.co.uk/blog/2019/12/09/8-tips-for-adjusting-to-retirement/

19/05/2023

Perhaps you’re looking forward to having more time to explore faraway places. Or maybe you dream of simply waking up each day and doing whatever takes your fancy. However, you see your future, retirement is a time for you to do the things you’ve always wanted to do.
What will influence your retirement income needs?
https://www.galeandphillipson.co.uk/wp-content/uploads/2018/08/FS002-Aug-18-Life-Events.pdf