Useful Articles | Reeves Financial

Roadmap for investors

Posted on May 9, 2022 by Adam Reeves

Increased confidence portfolios will perform well in 2022

In 2021, there was a return to some form of normality across a vast majority of regions following successful vaccine roll-outs around the globe. But will the economic rebound continue in 2022, or be stymied by rising energy prices, higher inflation and further continued uncertainty brought about by the pandemic fallout?

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Pension freedoms

Posted on May 9, 2022 by Adam Reeves

You work, you save and then you retire

A full and happy retirement is a priority for many. But no two people are alike. A ’one-size-fits-all’ system cannot accurately account for everyone’s individual lifestyle choices, so it makes sense that the way you prepare for your future is likely to be different from others.

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Investment choices

Posted on May 9, 2022 by Adam Reeves

Behavioural patterns shaping our way of investing, for better or worse

When it comes to money and investing, we’re not always as rational as we may think. Every human being is driven by emotions – more than we would like to admit. Emotions are the key drivers of our behaviour, and these behavioural patterns shape our way of investing, for better or worse.

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Cost-of-living crunch

Posted on May 9, 2022 by Adam Reeves

Savers still recognise the importance of long-term planning

Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, petrol prices spiralling, retail price increases rising to their highest levels in ten years and, most recently, Ofgem announcing a 54% price hike in energy bills affecting 22 million households.

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‘Time is money’

Posted on May 9, 2022 by Adam Reeves

5 principles of investing everyone should know

Are your investments working as hard as they could be? With so many options out there, it can be confusing. We can help you navigate your options and provide a personalised recommendation based on your investment goals.

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Tax in uncertain times

Posted on May 9, 2022 by Adam Reeves

Key financial changes that have affected millions of people from April

Most taxpayers started to see their tax bills increase from April 2022. As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage of all reliefs available and have considered some planning opportunities to help reduce your tax liabilities.

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Inheritance Tax

Posted on April 14, 2022 by Adam Reeves

What will your legacy look like?

Intergenerational planning helps you put financial measures in place to benefit your children later in life, and even your future grandchildren, but it’s important to start planning early.

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Extending the scope of the trust register

Posted on April 11, 2022 by Adam Reeves

Deadline for non-taxable trust registrations announced

Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even after your death.

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Smart money habits

Posted on April 11, 2022 by Adam Reeves

Best practice, smart money habits

Does the idea of looking at your bank account cause a sense of dread? Does the ping of your banking app make you question every single one of your spending choices? Continue reading “Smart money habits” →

How confident are you about your retirement?

Posted on April 11, 2022 by Adam Reeves

Hopes, fears and aspirations of people approaching and in retirement

People aged between 55 and 64 are now less confident about their retirement than they were a year ago, with over-55s most likely to be worried about rising prices. Continue reading “How confident are you about your retirement?” →

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice. Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension. Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent

Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

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Increased confidence portfolios will perform well in 2022

You work, you save and then you retire

Behavioural patterns shaping our way of investing, for better or worse

Savers still recognise the importance of long-term planning

5 principles of investing everyone should know

Key financial changes that have affected millions of people from April

What will your legacy look like?

Deadline for non-taxable trust registrations announced

Best practice, smart money habits

Hopes, fears and aspirations of people approaching and in retirement