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21st November 2022

Passing Wealth Down Through The Generations Conclusion

WANT TO DISCUSS HOW TO INVEST FOR YOUR CHILDREN OR GRANDCHILDREN?

All parents and grandparents want to give their children or grandchildren the best possible
start in life. As we have looked at the various options this week, when it comes to investing for a child’s future, putting aside just a small amount of money on a regular basis can really add up. So, are you ready to start saving? Please contact us for more information on how we can help protect your future financial well-being and the options available to you.

A PENSION IS A LONG-TERM INVESTMENT NOT NORMALLY ACCESSIBLE UNTIL AGE 55 (57 FROM APRIL 2028 UNLESS PLAN HAS A PROTECTED PENSION AGE). THE VALUE OF YOUR INVESTMENTS (AND
ANY INCOME FROM THEM) CAN GO DOWN AS WELL AS UP WHICH WOULD HAVE AN IMPACT ON THE LEVEL OF PENSION BENEFITS AVAILABLE. YOUR PENSION INCOME COULD ALSO BE AFFECTED BY THE INTEREST RATES AT THE TIME YOU TAKE YOUR BENEFITS. THE VALUE OF YOUR INVESTMENTS CAN
GO DOWN AS WELL AS UP AND YOU MAY GET BACK LESS THAN YOU INVESTED. THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAXATION AND TRUST ADVICE. TRUSTS ARE A HIGHLY COMPLEX AREA OF FINANCIAL PLANNING

Pension Saving Revolution

Friars House, 2 Falcon Street, Ipswich, Suffolk, IP1 1SL

Telephone: 01473 408422

ifa@wmfal.co.uk

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Woodward Markwell Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm this by visiting the FCA website www.fca.org.uk/register. The firm’s reference number is 146449.
Our registered address is: Friars House, 2 Falcon Street, Ipswich, IP1 1SL. Registered in England No. 2492078