Acton Financial Services

🌟 Are you getting closer to retirement? Have you got a plan? If not, it's time to take action!

In todays article we discuss the essential financial steps you need to take in order to secure a worry-free and fulfilling retirement. Read expert insights, from setting a retirement date to understanding your state pension, and ensure your golden years are everything you've always imagined. 📰💼

Read the full article here: https://buff.ly/46WrdtO



THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

HM REVENUE AND CUSTOMS PRACTISE, AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.

Approved by the Openwork Partnership on 19/10/23

8 THINGS TO DO IF YOU’RE PLANNING TO RETIRE IN THE NEXT YEAR.pdf

Think trusts are only for the wealthy? Think again! Discover how trusts benefit families of all financial standings in todays article. Learn about asset protection, succession planning, empowering the next generation, and preserving family wealth. We will also examine the tax efficiency trusts offer.

Read the full article here: https://buff.ly/45ZaSmE



THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

HM REVENUE AND CUSTOMS PRACTISE, AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.

Approved by the Openwork Partnership on 21/10/23

EXPLORING GENERATIONAL WEALTH WITH TRUSTS.pdf

Is Inheritance Tax on the Chopping Block? 🤔

In todays article we delve deep into the potential reforms to Inheritance Tax and what it means for you and your financial legacy. Read our article all about it and join the conversation today!

Read more: https://buff.ly/46XC5aT



HM REVENUE AND CUSTOMS PRACTISE, AND THE LAW RELATING TO TAXATION ARE COMPLEX AND SUBJECT TO INDIVIDUAL CIRCUMSTANCES AND CHANGES WHICH CANNOT BE FORESEEN.

Approved by the Openwork Partnership on 21/10/23

NAVIGATING INHERITANCE TAX A CLOSER LOOK AT THE RUMOURED REFORMS.pdf

Did you know that 83% of people who work with financial advisers find their support valuable? Showing that the secret to financial serenity really does lie in Goal-Based Financial Planning! 🎯

Learn how this tailored approach can help you achieve your life's financial goals. Read our October newsletter for the full article and take the first steps toward financial clarity. 📖💰

Read more: https://buff.ly/40ujJvK



THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Approved by the Openwork Partnership on 19/10/23

YOUR FINANCIAL PLAN THE ROLE OF GOAL-BASED FINANCIAL PLANNING.pdf

As the new academic year begins, let's talk about a subject that is missing from most curriculums... Financial Literacy. Our latest blog explains why September is the perfect time to start teaching our children about money.

💡 Managing debts, budgeting effectively, planning for the future, and building financial resilience.

💡 Financial skills for different stages of life, all the way from primary school to university.

💡 Prepare for financial independence, including topics like investing, taxes, and emergency funds.

Did you learn any of this during your younger years? Do you wish you did?

Time to make a difference with the next generation. 🖊️

Read our full article for advice on how to equip your children with valuable financial skills: https://buff.ly/46urPGh

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

Acton Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 11/09/2023

Discover the power of long-term investing! 📈

Are you looking for a competitive investment strategy to grow your wealth? Our latest blog looks into "The Importance of Long-Term Investing."

When it comes to investing, a well planned strategy can greatly improve outcomes. Focusing on investing over the long-term is one such approach that has demonstrated its value over extended periods. Many industry professionals advocate for this methodology, underlining its benefits in generating stable returns.

This emphasises the principle of "time in the market" over "timing the market." Today, we explore this time-tested investment approach.

Find out more here: https://buff.ly/46urPGh

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE, AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.

PAST PERFORMANCE IS NOT A GUIDE TO FUTURE PERFORMANCE AND SHOULD NOT BE RELIED UPON.



Acton Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 13/09/2023

Life is an unpredictable journey, where unforeseen events can drastically change your financial health within a blink.

Discover the unsung hero of financial stability - An Emergency Fund.🛡️

We know life can be unpredictable, and this valuable safety net can save the day when unexpected expenses strike.

Find out how it brings peace of mind, promotes smart spending, and shields you from making rash decisions.

Read more here: https://buff.ly/46urPGh

Acton Financial Services is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by the Openwork Partnership on 11/09/2023

Acton Financial Services is a trading name of Acton Financial Services Ltd which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.

Approved by The Openwork Partnership on 06/10/2023.