Four Leaf Wealth Management Ltd.

Global markets show resilience amidst economic shifts, with notable impacts on key indices. Explore the full analysis in this week's WeekWatch. Read more here: https://lnkd.in/eNkB9qV9 #MarketInsights #FinancialPlanning #WealthManagement

What is financial wellbeing? It’s about knowing that you can pay the bills, manage your debts, deal with the unexpected and stay on track for your long-term goals. When we feel in control of our money, we tend to be happier, our communities are healthier, businesses are more prosperous and the national economy thrives. Find out more: https://lnkd.in/eqzhj5gW #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Planning for retirement? The PLSA's updated figures show singles need £14.4K for a minimum, £31.3K for moderate, and £43.1K for a comfortable lifestyle. For couples, it's £22.4K, £43.1K, and £59K. Set your goals and secure your future! Find out more: https://lnkd.in/e3KX9fyN #RetirementPlanning #FinancialGoals

Building the right team can play a big part in your business’s growth, but that’s not always easy. Using freelancers, who fill the skills and knowledge gaps that you don’t have yourself, can help you make the first steps in this direction. It’s also vital to have the right external experts in place, such as an accountant and financial adviser, who understand your business and help you achieve your goals. Find out more: https://lnkd.in/eKWkTSjv #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Thinking of selling your second property? Cashing in a share portfolio? When you sell an asset that’s gone up in value since you bought it, you may have to pay Capital Gains Tax or CGT on your profits. One possible way of reducing this tax bill, is by giving an asset away to your spouse or civil partner or splitting it with them. Find out more: https://lnkd.in/eB4K4Frn #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Many people may be shocked to learn how little income their savings will provide. Which is why it’s vital to realise the power of ‘saving sooner rather than later,’ and not simply hoping for the best. Assuming you qualify for the full annual State Pension of £11,502 (2024/25), the PLSA says you’ll still need to build up a pension pot worth more than £590,000 to achieve a comfortable retirement Find out more: https://lnkd.in/eic8JVjY #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Politics have become strong drivers of markets in the last month, with the hung parliament in France, as well as mounting pressure on Joe Biden leading to his departure from the US presidential race among the issues weighing on investors’ minds. Find out more: https://lnkd.in/efksiVCH #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Most entrepreneurs have a huge emotional attachment to their business. They’ve lived and breathed it for years, and likely made many sacrifices to help it succeed over the years. Their lives and identities are tied up in it. Whether exiting due to liquidation, sale or retirement, letting go of a company is a huge moment, and for many, it will bring a host of mixed feelings. Whatever your situation, be prepared to navigate the emotional change of exiting your business as much as the practical one. Find out more: https://lnkd.in/eJ54UNcQ #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Since my last update, summer has arrived, bringing not only warmer weather but also the drama of Euro 2024. The season has also been marked by political theatre, with unexpected snap elections in both the UK and France - events that few could have predicted just two months ago. Despite the election outcome offering more clarity on the UK’s political direction, economic challenges remain. Interest rates are going to stay in the spotlight, and that will impact on how we all plan our investments moving forward. Find out more: https://lnkd.in/dN6cvzc2 #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner

Tax planning from day one can bring benefits in the short and long term – for example, by positively impacting your cash flow. You can potentially reduce your Corporation Tax bill by making use of all the available reliefs and allowances for your SME. Experts such as a financial adviser and an accountant can support you to make the right decisions for you and your business. Find out more: https://lnkd.in/eDZRj96u #investments #finance #financialplanning #financialadvice #financialmanagement #lifestyleplanning #financialplanner