Everlong Wealth

You can read about the key updates announced in today’s Autumn Budget in our website summary below. We will also be sharing a full overview of budget changes tomorrow. For more information or tailored advice on how the budget could impact your finances, contact us to discuss your situation with a financial planning expert.

After selling your business, you can be faced with many questions about your financial position, how you will maintain your current lifestyle and whether retiring early is an option for you. Chartered Financial Planner Mufaddal Travadi FPFS CertDM explains the steps you can take to manage your finances effectively after selling your business. Read more here: https://ow.ly/1CGS50TJEtB

Are you a business owner looking to sell your business and wondering if retirement is viable? Our latest case study explores how Jason Million and Charlotte Reynolds DipPFS helped two business partners turn their dreams of early retirement into reality using comprehensive financial planning services to ensure long-term financial security. From cash flow projections to investment advice, find out more about the strategies we used to build sustainable retirement plans for Martin and Matt here: https://lnkd.in/gWjvwxAE

Are you looking to plan your retirement and seeking advice on where to begin? Our experts could help you navigate your financial future and develop a retirement plan that is tailored to you. Our latest article explains our retirement planning and later life services, and the steps we take to ensure a stress-free and secure financial future for you and your loved ones. Find out more about how we can support you in retirement: https://ow.ly/3tZb50SvfYm

Are your current spending habits sustainable for meeting your future goals? Cash flow planning is a key part of our financial planning process and can help you make informed decisions by: - Allowing you to test run financial decisions and see the long-term impact before you commit to them - Highlighting opportunities to improve your tax efficiency and claim eligible allowances - Showing how small changes in the present can grow your wealth over time Find out more about cash flow planning and how it could help you achieve financial security: https://bit.ly/4dCq2nd

Are you a trustee or running a charity? Our wealth management experts could help you to protect and grow your assets, as well as navigate the sea of laws and regulations surrounding the work you do. Our latest article provides an overview of our wealth management services for trusts and charities, including the benefits they offer you and your beneficiaries. Find out how we can support you in achieving your mission: https://bit.ly/3In9uAT

Retirement is the start of an exciting time in your life where you have the freedom to explore new interests and discover new passions. Planning for later life can be complex, but our friendly and professional team can help minimise tax liabilities and maximise your wealth to fund the retirement you deserve. Find out more about how we can help you on your journey into retirement here: https://ow.ly/PnhQ50QA6E7

From everyone at Everlong Wealth, we wish you a Merry Christmas and a very happy New Year🎄 Please be aware that our team will be taking a well-deserved break during the Christmas period. Our offices will be closed from Monday 25th December and will reopen on Tuesday 2nd January.

We had a very fun and festive evening at the German Christmas market in Birmingham, getting well and truly into the Christmas spirit! 🎄 Our team had a blast exploring the different stalls, eating lots of delicious food, and of course, a mulled wine or two! 🍷