Finsbridge Wealth Forum

22/03/2025

Still struggling to save money? Here’s the secret to smart budgeting! 💰🚀

The 50-30-20 Rule makes budgeting SIMPLE:
✅ 50% – Essentials (Rent, Bills, Council Tax)
💡 30% – Wants (Entertainment, Hobbies)
📈 20% – Savings & Investments

🔹 Want to take control of your finances? Watch till the end & start budgeting smarter TODAY!

📩 Comment “Budget” if you need a detailed breakdown or DM for personalised advice!

19/03/2025

🚨SARAH LEARNED THE HARD WAY...
BUT YOU DON'T HAVE TO!🚨

✨I help UK families avoid inheritance tax traps and protect their wealth.
💡Get my FREE "Inheritance Tax Strategy
Guide" NOW!

Don’t let the same mistake cost your loved ones thousands.

✅ Understand how inheritance tax works
✅ Protect your family’s wealth
✅ Avoid unnecessary tax payments

💬COMMENT "TAX" if you want a l-on-l estate planning strategy session!

(Inheritance tax planning financial freedom estate planning wealth management tax savings family wealth financial security smart investing money matters tax strategy financial education wealth protection HMRC tax planning expert advice)

10/03/2025

09/03/2025

💰 Avoid These Inheritance Tax Mistakes Before It’s Too Late! 🚨

Did you know? Inheritance tax (IHT) mistakes could cost your family thousands—if not millions—of pounds in avoidable taxes and financial risks. Many people make costly errors when passing down wealth, leading to huge tax bills, legal disputes, or financial losses.

🚨 Here are 3 major mistakes you MUST avoid:
✅ Not updating your financial plan – Major life events (marriage, kids, divorce) can impact your inheritance strategy.
✅ Ignoring inheritance tax planning – Without proper tax-efficient structures, your heirs could lose up to 40% of their inheritance to IHT.
✅ Failing to protect assets – Divorce, creditor claims, and bankruptcy can strip away family wealth if not properly safeguarded.

Comment " TAX " or DM for a Sustainable solution.

📢 Don’t leave your legacy to chance! Speak to an us today to secure your family’s financial future.

👉 Swipe through the carousel to check if you’re making these mistakes!

10/07/2024

Yesterday, along with Tim Aker from Federation of Small Businesses (FSB) and Michael van der Straaten, our director and Chartered Financial Planner Rohit Kumar Rohela had the incredible opportunity to speak with BBC Radio Kent about the new Labour Government and the impact its policies are likely to have on small businesses and individuals.

https://www.bbc.co.uk/sounds/play/p0j4wv1g

(For a listen - we talk from 2 hrs 7 mins onwards in the Wake Up Call Show)

During the discussion, he emphasized the following key points:

Need for Consistent Policy - Stability and predictability in economic policy are crucial for long-term business planning and investment decisions. Inconsistent policies can create uncertainty, which hampers growth and innovation. No More Political ⚽ Please!

Lower Tax Rates: Reducing tax rates can put more 💷 in the hands of businesses and individuals to enable them to spend, invest and take risks. Lower taxes leave more capital in the hands of entrepreneurs and investors, driving economic growth and job creation.

Progressive Pension and Capital Gains Legislation: The government has been clear on no NI/Income Tax increases, but there is uncertainty on what may happen to other taxes. Ambiguity creates lack of confidence that hampers growth. Simplified and clear pension, capital gains tax and inheritance tax rules are essential. So is a reform of the Business Rates System. This encourages individuals to save for retirement and businesses to invest in new ventures, fostering a culture of entrepreneurship and risk-taking - SO vital to have this to rejuvenate growth! ⚡

By addressing these areas, we can create a more vibrant and resilient economy that supports businesses and individuals alike. It was a pleasure to share our insights and we hope to see positive changes that will benefit us all.
Thank you to BBC Radio Kent and Tim Aker for this fantastic opportunity! 🌟

Anna Cookson brings you breaking news and the big stories of the day.

01/01/2024

🌟 **New Year, New You: Live Life by Design!** 🌟

Hey everyone! As we step into this beautiful new year, I want to share something that's changed my life: living by design, not by default. This year, let's make a pact to be the architects of our own lives.

✨ **Set Intentions, Not Just Goals:** Instead of just setting goals, let's set intentions. What do you want to feel, experience, and achieve in life, and what are we going to do about it this year?

🌱 **Grow Every Day:** Personal growth isn't a destination; it's a journey. Let's commit to learning something new, pushing our boundaries, and growing a little every day.

🔍 **Focus on What Matters:** It's easy to get lost in the hustle. This year, let's focus on what truly matters - our health, happiness, and the people we love.

🚀 **Marry Planning with Accountability ** Dreams don't work unless we do. Let's work with a Coach to take small steps every day towards our big dreams.

💖 **Spread Positivity:** Be the light in someone else's life. A kind word, a small act of kindness goes a long way.

Here's to a year of living intentionally, growing immensely, and loving deeply. Let's make it our best year yet! 🎉

If you would like to understand more how we can help you - click the link below to book a complimentary Discovery Life-planning Session with me! 💪

https://finsbridge.co.uk/book-a-consultation/

25/12/2023

Merry Christmas to one and all from Team Finsbridge!

25/12/2023

Merry Christmas to one and all from Team Finsbridge!

25/12/2023

🌟 Merry Christmas and Season's Greetings!

The holiday season offers a wonderful opportunity for reflection and appreciation.

As we all celebrate this festive season, I wish you and your loved ones joy, peace, and prosperity. May the New Year bring fresh aspirations, continued success, and abundant blessings!

🎄 Happy Holidays and a Prosperous New Year from all of us at FinsBridge Financial Planning

09/11/2023

Pleased to say that our MD has written an article for Kent Online on an integrated approach to retirement planning and family wealth preservation.

21/10/2023

Life’s True Wealth is Impromptu Lazy Moments with loved ones. 😊😊

Great start to Saturday Morning with Lavika Sharma

Some Yoga 🧘‍♂️ followed by brunch🥗🥪

These are the moments….

That make a Life Well Lived. 😊

Get out of the 9-5 Conveyor Belt…

Create Wealth to Buy Financial Freedom. 🏆

Be the Architect of your Own Destiny. 🔮

This is the Finsbridge Life Masterplan. 📔

Want this to be your Journey? 🚙

DM me to get started.