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Whether you are planning for a major purchase, building a safety net, or preparing for retirement, having robust savings is essential. Capital savings, in particular, play a crucial role in ensuring financial security and enabling future investments. Unlike regular savings meant for short-term needs,...
Whether you are planning for a major purchase, building a safety net, or preparing for retirement, having robust savings is...
Inheritance planning is essential for managing your estate, ensuring your assets are protected and smoothly transferred to your beneficiaries. It safeguards the financial future of your loved ones and helps avoid potential disputes. Effective planning can also reduce the burden of inheritance tax, which...
Inheritance planning is essential for managing your estate, ensuring your assets are protected and smoothly transferred to your beneficiaries. It...
Understanding mortgages is the first step in conducting a thorough review. A mortgage is a loan used to purchase property, typically a home. Here are the main types of mortgages: Fixed-rate mortgages: The interest rate remains the same throughout the term. This provides stability...
Understanding mortgages is the first step in conducting a thorough review. A mortgage is a loan used to purchase property,...
Retiring at 60 is a dream for many, but it requires careful planning and disciplined saving. Early retirement offers the freedom to enjoy life without work commitments, but it also brings financial challenges. Without proper preparation, you might risk running out of money during...
Retiring at 60 is a dream for many, but it requires careful planning and disciplined saving. Early retirement offers the...
Rethinking Financial Allocation Across Life’s Stages Financial allocation is a cornerstone of effective financial management, crucial for achieving both short-term needs and long-term goals. While most individuals carefully divide their monthly earnings to cover essential expenses, savings, and discretionary spending, pension planning often needs...
Rethinking Financial Allocation Across Life’s Stages Financial allocation is a cornerstone of effective financial management, crucial for achieving both short-term...
Choosing the right financial adviser is crucial for effective personal financial planning. Financial advisers play a pivotal role in guiding you through the complexities of investments, savings, and retirement plans, ensuring that your financial goals are aligned with your life plans. At Haven Financial...
Choosing the right financial adviser is crucial for effective personal financial planning. Financial advisers play a pivotal role in guiding...
In the complex financial planning landscape, understanding and utilising personal allowances in the UK is crucial for anyone aiming to minimise their tax liabilities while maximising their financial benefits. Governed by a strict “use it or lose it” policy, these allowances offer a window...
In the complex financial planning landscape, understanding and utilising personal allowances in the UK is crucial for anyone aiming to...
In the maze of UK taxation, personal allowance stands out as a beacon for taxpayers, offering relief from the tax burden on their income. This concept, crucial yet often overlooked, forms the foundation of effective financial planning. Understanding your personal allowance not only aids...
In the maze of UK taxation, personal allowance stands out as a beacon for taxpayers, offering relief from the tax...
Understanding the Pension Landscape The State Pension: Foundation of Retirement Income The State Pension provides a basic level of income for individuals who have paid or been credited with National Insurance contributions upon reaching the State Pension age. As of 2024, understanding precisely how...
Understanding the Pension Landscape The State Pension: Foundation of Retirement Income The State Pension provides a basic level of income...
The Basics of ISA Allowance The ISA allowance is a generous tax break offered by the UK government, allowing individuals to invest or save money without paying tax on the interest, dividends, or capital gains. As of the 2024/2025 tax year, the exact amount...
The Basics of ISA Allowance The ISA allowance is a generous tax break offered by the UK government, allowing individuals...
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At Haven Financial Planning Limited, we understand that financial planning isn’t just about numbers; it’s about securing your future, realising your dreams, and protecting what matters most to you.
Haven Global Strategies Limited is a company registered in England & Wales no. 07661911. Haven Global Strategies Limited is authorised and regulated by the Financial Conduct Authority (FCA), no. 844313.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.
Our Director, Mark Andrew Tarry is a member of The Personal Finance Society and the Chartered Insurance Institute.
The Financial Conduct Authority does not regulate Trusts, Will Writing and Tax Planning.
Haven Global Strategies Limited is associated to Haven Protect Limited, which too is regulated by the FCA, along with Haven Wills & Estate Planning Limited.
