Aevitas Wealth

10/11/2023

Our clients are at the centre of every part of the process. Listening attentively, understanding what is important, and simply taking the time to structure a financial plan, that is built on solid foundations, are what makes us different.

Visit: aevitas.life

10/11/2023

As retirement may be years away, making higher-risk investments such as stocks and shares in your 20s can help boost returns without putting too much at risk.

To learn more, visit:https://www.aevitas.life/wp-content/uploads/2023/03/PLANNING_RETIREMENT-1.pdf

10/11/2023

Ethical investing has a positive impact on the world while also aiming to make a profit. It also means you receive a financial return without sacrificing your social, moral or religious principles.

Read more here:https://www.aevitas.life/wp-content/uploads/2022/02/SmartJanFeb22.pdf

10/11/2023

PENSIONS

A SIPP enables you to save and grow your money so that you can see your retirement dreams come to life. Anyone living in the UK who pays into a SIPP is eligible to claim pension tax relief.

To learn more, visit:https://www.aevitas.life/wp-content/uploads/2021/11/sipps_singles.pdf

10/11/2023

https://www.bbc.co.uk/news/business-67370315

Official figures show the economy failed to grow but it was better than downbeat expectations.

08/11/2023

Proper financial planning can help you avoid many pitfalls in life. You can steer clear of debt, financial stress, and missed opportunities by creating a budget, saving for emergencies, and investing wisely.

To discuss your options, please visit: https://www.aevitas.life/lets-talk/

08/11/2023

Another way to make the most of your 30s and 40s in the UK is to take advantage of salary sacrifice. This is an excellent way to increase your pension contributions while reducing your tax bill.

To learn more, visit:https://www.aevitas.life/wp-content/uploads/2023/07/decade_by_decade.pdf

08/11/2023

Investing in financial protection safeguards your family's economic well-being during trying and distressing times. It also serves as a shield, helping you stay on track to achieve your financial objectives.

To learn more, visit:https://www.aevitas.life/wp-content/uploads/2023/07/protecting_your_financial_future.pdf

08/11/2023

Anyone who decides against investing in a workplace pension also turns down help from the government. That's because, to encourage people to save for retirement, the government provides a top-up called 'tax relief' to pension payments.

For more, visit:https://www.aevitas.life/wp-content/uploads/2022/09/maximising_pension_savings_singles.pdf

08/11/2023

https://www.bbc.co.uk/news/business-67353897

The retailer reported much better-than expected results on Wednesday but warned of challenges ahead.

07/11/2023

By investing your money, you could earn a higher return than if you were to save it in a low-interest savings account. Over time, your money could grow substantially, giving you a better chance of achieving your financial goals

For more information, please get in touch with us:

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07/11/2023

If you are married, or in a registered civil partnership, you can pass on your assets to your partner tax-free in most cases. The surviving partner is then allowed to use both tax-free allowances.

Learn more here:https://www.aevitas.life/wp-content/uploads/2023/03/INHERITANCE_TAX-1.pdf