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Financial resolutions

In Brief: Financial resolutions

Thursday, 20 February 2020

Do you set financial goals as well as lifestyle goals? Financial planning and prioritising your required steps could help to create a robust financial plan for 2020 and beyond. Some top tips to consider are, being specific about your objectives, setting realistic targets, knowing if you want your plans to fit into short, medium or long-term goals, checking your tax implications, considering your risk and inflation and considering your retirement plans. Seeking professional financial advice could help you to create your financial plan. 

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Please be aware these articles are for general information purposes only and correct at time of printing. We will not accept responsibility for any errors made or actions taken by any readers that have acted on the information contained. Answers given are for guidance only and specific advice should be taken before acting on any of the suggestions made. All information is based on our understanding of current tax practices, which are subject to change. Always remember when investing, past performance is not necessarily a guide to future performance and the value of some investment units can fall as well as rise.