Building a solid financial plan for long-term security
Having a solid financial plan is important for long-term financial security. Private pensions and savings are essential to afford a comfortable retirement in addition to the state pension, it is widely agreed.
Yet changes to government legislation and geopolitical uncertainty can impact financial planning strategies. In the UK, pensions will come under the scope of inheritance tax from April 2027, as announced by the Government in October 2024. Changing interest rates and the strength of the global economy can also influence investments and wealth. How can UK investors protect their portfolio and build a solid financial plan that is resilient to tax or economic changes? What role should cash play as part of a wider investment portfolio?
The Financial Times, in partnership with Netwealth, hosted a webinar for investors, savers and consumers to discuss upcoming legislation and geopolitical events that could impact UK investors’ portfolios and savings. Participants learnt from industry leaders about creating a resilient, future-proof financial plan and heard predictions on personal finance changes ahead.
(note: not financial advice)
Investors' Portfolios
What are the most important upcoming events that could impact investors’ portfolios?
Interest Rates
Where are interest rates headed - and what impact will this have on investments and savings?
Retirement Plans
How can UK individuals best prepare for a comfortable retirement?
© Financial Times Live
FT Live and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice
