top of page
Search


Five ways to maximise Tax Year-end planning opportunities 2025/26
Smart financial moves to consider before the tax year ends on 5 April 2026 As the 2025/26 tax year-end approaches on 5 April 2026, now is the time to review your finances to ensure you’ve maximised all available allowances and reliefs. Tax year-end planning can help you save money, improve your long-term investments, and make better use of government incentives before they reset in April. Here are five key areas to consider before the deadline. 1. Make the Most of Your ISA Al
lotte155
Jan 234 min read


Cash Flow Modelling: Planning your financial future
Master your finances and bring clarity and control to make informed decisions Managing your personal finances can often feel...
lotte155
Sep 10, 20253 min read


Are you a pension planner or a procrastinator?
Why preparing for retirement has never been more crucial A new study reveals how people in the UK manage their pensions, highlighting...
lotte155
Sep 10, 20254 min read


Build a brighter, more secure future
Financial independence remains out of reach for 6 million people in the UK A new report highlights the financial struggles faced by...
lotte155
Sep 10, 20253 min read


Protect your retirement plans by investing more today
Why larger pension contributions can have a significant impact Pensions are a crucial component of financial planning, particularly for...
lotte155
Sep 10, 20254 min read


Planning for early retirement
Is it time to move forward towards your financial freedom? Early retirement appeals to many, driven by reasons such as a desire to travel...
lotte155
Sep 10, 20254 min read


Do you have multiple pension pots to keep track of?
When leaving a job, how to stay updated on your retirement savings Changing jobs often signals the start of an exciting new chapter,...
lotte155
Sep 10, 20253 min read


Why protection matters
Do you have a safety net for you and your loved ones in case the unforeseen happens? Most people prefer not to consider unexpected...
lotte155
Sep 10, 20253 min read


Government considers Inheritance Tax reforms
Tightening gift-giving regulations is among the measures being considered The UK Treasury is seeking further new ways to reduce the...
lotte155
Sep 10, 20253 min read


Unlocking financial freedom
Save, invest and grow your wealth for a secure future A Self-Invested Personal Pension (SIPP) is a type of personal pension that provides...
lotte155
Sep 10, 20254 min read


Evolution of bonds
Increasing awareness of intergenerational wealth transfer A significant proportion of people (47%) plan to pass on their wealth to future...
lotte155
Sep 10, 20253 min read


Acting with Your Best Interests at Heart
Challenges of decision-making with a Lasting Power of Attorney When our health falters, even everyday tasks – like managing finances or...
lotte155
Apr 3, 20253 min read


Generational Legacy of Support
Empowering grandchildren with a foundation upon which to build an independent and stable life There is an undeniable nobility in the...
lotte155
Apr 3, 20253 min read


The Art of Passing Wealth to the Next Generation
Essential elements in financial planning to ensure smooth wealth transitions One of the most essential elements in financial planning is...
lotte155
Apr 3, 20253 min read


Facing the Realities of Estate Planning
Secure your legacy by planning for Inheritance Tax Your wealth represents years of dedication, hard work and careful decision-making. It...
lotte155
Apr 3, 20253 min read


Where There's a Will, There's a Way
Providing a protective shield for your loved ones after your death Drafting a Will serves as a protective shield for your loved ones...
lotte155
Apr 3, 20253 min read


Why Estate Planning is Essential for Everyone
Taking the initiative to plan your estate isn’t merely about taxes Estate management is an indispensable part of financial planning....
lotte155
Apr 3, 20253 min read


Securing Your Future – Smart Retirement Planning
Planning for retirement is one of the most important financial decisions you will make. While it may seem far away, taking proactive...
lotte155
Feb 21, 20253 min read


Making the Most of Retirement – Income and Lifestyle Planning
As retirement approaches, it’s natural to think about how you’ll spend your time, but it’s equally important to ensure your income...
lotte155
Feb 17, 20254 min read


Primary Sports Ambassadors' Celebration Day
Principle Financial Services has always been a proud sponsor of North West Leicestershire School Sports Partnership and last Friday we...

samhagon
Jun 11, 20241 min read
bottom of page
