AKFP Group

AKFP Group We only have one life. AKFP Group want to help you live it through their award-winning approach to f AKFP Group want to help you live it.

Our award-winning approach to financial planning is a little bit different and helps you do just that.

Longer life expectancies and rising expenses mean care costs are becoming an essential part of financial planning.Thinki...
17/07/2026

Longer life expectancies and rising expenses mean care costs are becoming an essential part of financial planning.

Thinking ahead could help you understand your options, prepare for potential costs, and make more informed decisions for your future.

Read our latest guide, linked below, to find out more about planning for later-life care.

https://akfp.net/guide-your-guide-to-planning-for-later-life-care/

4 ways you could choose to pass assets to loved ones:1. Gifting during your lifetime2. Using a will to pass on assets wh...
13/07/2026

4 ways you could choose to pass assets to loved ones:

1. Gifting during your lifetime
2. Using a will to pass on assets when you die
3. Completing an expression of wish to pass on your pension
4. Setting up a trust that allows you to retain control

Read our blog, linked below, to learn more.

https://akfp.net/4-ways-you-could-choose-to-pass-on-assets-to-loved-ones/

5 hidden benefits of working with a financial planner:1. A financial plan could identify ways to build wealth tax-effici...
10/07/2026

5 hidden benefits of working with a financial planner:

1. A financial plan could identify ways to build wealth tax-efficiently
2. A long-term strategy may provide you with peace of mind
3. Reviewing your finances could improve your relationship with money
4. Speaking to your financial planner could offer a new perspective
5. A long-term plan could help you achieve financial freedom

Read our blog, linked below, to learn more.

https://akfp.net/revealed-the-hidden-benefits-of-long-term-financial-planning/

Long-term goals are often important for your wellbeing, and knowing you're working towards them can be reassuring.Howeve...
08/07/2026

Long-term goals are often important for your wellbeing, and knowing you're working towards them can be reassuring.

However, judging whether you're on track to reach your goals can be difficult.

A financial plan could help you understand how you might reach your target amount by accounting for contributions and potential growth over your working life.

To find out how we could help you stay on track to reaching your long-term goals, click the link below.

https://akfp.net/balancing-your-goals-why-investing-could-be-suitable-for-long-term-goals/

Changing how you think about your money habits could make a real difference.If a behaviour is causing problems, you can ...
06/07/2026

Changing how you think about your money habits could make a real difference.

If a behaviour is causing problems, you can take steps to manage it.

If it isn't, you may simply need to view it through a more positive lens.

To learn how our two-step approach could help you feel better about handling your money, click the link below.

https://akfp.net/2-steps-to-not-being-bad-with-money/

Have you planned to reach your 100th birthday?Planning for a 100-year life often raises important questions about how to...
03/07/2026

Have you planned to reach your 100th birthday?

Planning for a 100-year life often raises important questions about how to arrange your finances to secure the life you want, including how to ensure you have "enough" and what strategies are appropriate for you.

To discover how you can plan for a 100-year life, read our latest guide, linked below.

https://akfp.net/guide-how-to-plan-for-a-100-year-life/

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax l...
01/07/2026

Inheritance Tax is a growing concern for many people in the UK, with increasing numbers of estates facing a rising tax liability.

As your estate grows, a larger portion could exceed the nil-rate band and become subject to Inheritance Tax.

What's more, once your estate reaches £2 million, your tax-efficient allowance can start to reduce, exposing more of your wealth to Inheritance Tax.

Read our blog, linked below, to learn how the value of your estate could affect the amount you can leave behind tax-efficiently.

https://akfp.net/how-the-value-of-your-estate-affects-a-key-inheritance-tax-allowance/

Building wealth without a financial plan may be like searching for a destination without a map.You might miss the most e...
29/06/2026

Building wealth without a financial plan may be like searching for a destination without a map.

You might miss the most efficient route, take an unnecessary detour, or miss your intended target altogether.

A tailored financial plan could be essential for helping you reach your goals. Speak to us or read our blog, linked below, to learn 5 reasons why.

https://akfp.net/wealth-v-strategy-why-a-financial-plan-is-essential/

Is lifestyle inflation impeding your ability to reach your goals?Although it's normal to make changes to your lifestyle ...
26/06/2026

Is lifestyle inflation impeding your ability to reach your goals?

Although it's normal to make changes to your lifestyle as your finances improve, it's important to look at what your additional spending is going on and ask: is it making you happier?

Being aware of lifestyle inflation could help you support your future as well as your present. Read our blog, linked below, to spot the warning signs.

https://akfp.net/how-to-manage-lifestyle-inflation-to-keep-your-long-term-goals-on-track/

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Lisburn
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