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E Smart Money July / August 2023

July 11, 2023

Welcome to the July/August edition of our popular E-Zine ESmartMoney. As always we are covering a wide range of financial planning matters, but the main focus of this issue is making sure your finances are fully fit for the comfortable retirement you deserve.

Obviously, retirement is about a lot more than just money, and we recognise that. Often we find ourselves working with clients to envisage a retirement they struggle to see, a time after the hard graft of 30+ years on the 6.34 am train to London.

However, finances are important and for many people the defining question of their ‘third age’ is when will they have enough money to retire.

In this issue we look at whether investing should be different in retirement, mistakes to avoid, and how to maximise the tax efficiency of how you withdraw funds from your pension or other retirement savings.

We also consider how to most effectively ensure that your children or other beneficiaries get the maximum from your estate, when you no longer need it.

As always, if any questions arise, we would be very happy to talk to you. Walden Capital has been providing bespoke advice to individuals and families for a decade, helping to ensure you can live the best financial future you can.

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Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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We are independent, our advice is impartial and our fee structure is transparent. Our approach is simple: we build trusted relationships and focus all our energies to build personalised strategic plans to meet our clients’ individual needs. Helping you achieve your life goals, whatever they may be.

If you’d like to find out more, or learn how we can help you reach your investment goals, get in touch.

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