Financial Planning

It may seem basic but everything we do needs to be geared to managing our finances so that we can achieve long-term security. Polestar can help you map out the best routes for you to take. We will offer holistic advice that will take everything into account to ensure that every possibility is explored, every base covered, and every penny works for you. 

Related Publications:

  • The key stages of financial planningThe key stages of financial planning

    Financial planning has witnessed significant change, so it is not surprising that most people are unclear about what financial planners actually do. The aim of this guide is to explain the process in general terms and what financial planning can achieve for you. Some of the important recent changes to pensions and ISAs have made the need for financial planning even more crucial.

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  • Investment planning and asset allocationInvestment planning and asset allocation

    Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?

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  • Investing for income when you retireInvesting for income when you retire

    There comes a time when you stop working for your money and put your money to work for you. For most people, that is retirement. The decisions you make then could have repercussions for the rest of your life, and recently there have been some major changes to the choices you can make with your pensions. Your retirement could turn out to last considerably longer than you think.

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  • Pensions and tax planning for high earnersPensions and tax planning for high earners

    If you find more and more of your income is taxed at over the basic rate, you are not alone. The point at which you start to pay 40% income tax is £43,000 for 2016/17, which is lower than six years ago – it was £43,875 in 2010/11. You may also be feeling the impact of the tax on child benefit, which applies to those earning over £50,000, and you may be subject to the withdrawal of the personal allowance on income over £100,000.

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  • Financial protection – for you and your familyFinancial protection – for you and your family

    Investment planning is now more of a science, rather than an art. Technology, ever-increasing investment opportunities and stricter regulation have all encouraged the more scientific approach. But has your investment strategy kept pace?

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  • Investing for ChildrenInvesting for Children

    Most parents want to help their children financially, whether it is making sure there is enough money for their education or helping them to buy a property. An early objective may well be to help children understand the value and importance of money.

    Tax will be a major factor to consider, as will the risks of giving children too much too soon. It is therefore important for parents and others to appreciate the basic tax and legal rules and also some of the investment products that are suitable for their children.

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Interested in any of these topics?

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