Financial News & Insights | Abram Partnership

De-risking pension savings

By Abram Partnership | February 29, 2024

Protecting assets from market volatility in the lead-up to retirement For many individuals, their pension investments are allocated to funds. These could be funds selected by their pension provider or …

When you retire, the investment dynamics change

By Abram Partnership | February 29, 2024

Investing after retirement is quite distinct from accumulating wealth during your working years After a lifetime of hard work, you’ve successfully built a substantial and comfortable retirement account. Congratulations are …

Living to the ripe old age of 100

By Abram Partnership | February 29, 2024

Life expectancy significantly influences the size of the pension pot you will need Living to the ripe old age of 100 could require an additional £260,000 in pension wealth to …

Steps to take to get ready to retire successfully

By Abram Partnership | February 29, 2024

Paving the way for a financially secure and enjoyable post-working life Identifying what will bring you tranquillity and satisfaction in your retirement is a crucial first step. However, understanding the …

National Insurance Contributions (NICs)

By Abram Partnership | January 8, 2024

Significant reforms and rates cut for millions of workers National Insurance is a cornerstone of the welfare and benefits system. As a citizen, your contributions will likely play a significant …

Tax-saving measures

By Abram Partnership | January 8, 2024

What actions to review before the 2023/24 year-end? Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we approach the end of the …

Balancing profit and planet

By Abram Partnership | January 8, 2024

Striving to use impact to boost investment returns ESG (Environmental, Social, and Governance) investing, a socially responsible investing approach, seeks to harmonise financial returns with a company’s environmental impact, stakeholder …

A tax-efficient, flexible method for future planning

By Abram Partnership | January 8, 2024

Time is running out to use your 2023/24 ISA allowance Investing in an Individual Savings Account (ISA) is a tax-efficient, flexible method for future planning. One of the most attractive …

Succession planning, a family affair

By Abram Partnership | January 8, 2024

A delicate process that requires clear communication and effective planning Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead …

Financial road map for 2024

By Abram Partnership | January 8, 2024

How to devise a robust plan for wealth accumulation and protection Understanding your financial situation is crucial to achieving both short-term and long-term objectives. With a detailed insight into your …

Securing retirement

By Abram Partnership | January 8, 2024

The art of de-risking For many individuals, their pension investments are allocated to funds. These could be funds selected by their pension provider or ones they’ve chosen independently. Traditionally, retirement …

Make the most of your wealth

By Abram Partnership | January 8, 2024

Opening up a world of possibilities for your future Like health, the more meticulously you manage your wealth, the longer it lasts. A growth strategy seeks to amplify your wealth …