Blog

Take a look at our latest thoughts and news below.

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February 12, 2021

Protecting your business: Why business wills are important

It is important to have a will in place to ensure assets are passed on to loved ones in a way that aligns with your wishes. But, if you’re a business owner, have you included your business?

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February 8, 2021

2 top reasons why you shouldn’t just follow exciting investment fads

How many times have you heard or read about a particular stock that you should invest in? It can be tempting to follow exciting investment fads, but there are reasons why you shouldn’t.

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February 6, 2021

6 tax allowances to use before 5 April 2021 to boost your finances

As a new year starts, many allowances reset. For some, it will be your last opportunity to use them. Using these six allowances before the deadline can help you get the most out of your money.

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January 29, 2021

Protecting your business: What you need to know about key person insurance

The loss of a keyworker can devastate a business. It can mean immediate challenges are left for remaining staff and affect long-term ambitions.

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January 28, 2021

£1.9 billion gifted to younger generations during the pandemic

Some older family members haven’t fully considered the long-term impact that providing support could have on their own plans.

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January 22, 2021

Are Premium Bonds a good place for your savings?

Premium Bonds are an option you may be considering, but you could end up missing out on returns.

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January 13, 2021

Have you prepared emotionally for retirement?

If you’re near retirement you may have contemplated whether your pension savings will be enough and how you’ll create an income. It’s often the financial side of retirement that people focus on.

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January 7, 2021

Beware of pension trap when accessing your pension before retirement

Third of over 55s plan to access their pension before retirement

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January 5, 2021

The importance of taking stock of your pension withdrawals after market volatility

If you’re retired and are taking a flexible income from your pension, it’s likely your pension is invested, so it’s important to take stock of how it has been affected.

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November 28, 2020

Half of workers planning a career change in the coming months due to Covid-19

For millions of workers, the pandemic has led them to think carefully about their employment and the changes they’re able to make.

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November 25, 2020

7 ways you can support charities to mark International Volunteer Day

The 5th December marks International Volunteer Day. It mobilises thousands of volunteers lending their support to charities and other organisations every year.

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November 13, 2020

Revealed: the wellbeing and emotional impact of financial advice

While the financial benefits of advice are often discussed, the value it can add in terms of wellbeing is sometimes overlooked, but is just as valuable.

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November 19, 2020

Talk Money Week: The benefit of family financial planning

Each November, Talk Money Week takes place. It aims to get the nation talking about managing money, from discussing pocket money with children to chatting about pensions.

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November 15, 2020

Why a desire to keep active is driving flexible retirement goals

Being prepared for retirement is crucial, whether you hope to transition into a new lifestyle or not.

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November 10, 2020

Underestimating the amount you need in retirement: How a mid-life check can help

Do you know how much you need to save into your pension for the retirement you want?

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Rise in flexible working could affect the housing market

The Covid-19 pandemic is expected to be the catalyst for significant workplace changes, including more flexible working options. It’s a trend that could affect the housing market...

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The retirement transition: A guide to preparing for modern retirement

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10 steps to your perfect retirement

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Midwinter Financial Planning is entered on the FCA register under reference 849415. Midwinter Financial Planning Limited is an appointed Representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). ValidPath Ltd is entered on the FCA register (www.fsa.gov.uk/register/home.do) under Reference Number 197107. The information and content of this website are subject to the UK regulatory regime and is intended for UK consumers only. Midwinter Financial Planning Limited Colchester Business Centre, 340 The Crescent, Colchester CO4 9AD . Registration no. 12238066. The value of your investment and the income from it can fall as well as rise and is not guaranteed. You may not get back the full amount invested.