LSM Wealth

LSM Wealth are a dedicated team, who are here to help you lead the lifestyle you want now and in your retirement years

[LSM Wealth @lsm_wealth]

Last year’s Budget changes means it’s more important than ever to get on top of Capital Gains Tax, so you can manage your assets as tax-efficiently as possible. Here’s how you can get on top of it:

https://t.co/XIFGyNOl1l

[LSM Wealth @lsm_wealth]

Getting smarter with your money – how you save it, where you invest it and how it can work for you – gives you greater confidence and control, whatever age you are.  Here’s 5 top tips to help:

#TaxPlanning #InvestmentPlanning

https://t.co/Sg23VlXRdT

[LSM Wealth @lsm_wealth]

Gifting money or valuable assets this Christmas can make a real difference to the financial wellbeing and security of the whole family. Read SJP’s tax tips in this article:

Christmas gifting – your tax tips

[LSM Wealth @lsm_wealth]

If you want to understand more about how the changes announced in the Budget may impact you and your finances, contact us today.

Read more here: https://t.co/yloBAPAsBx

[LSM Wealth @lsm_wealth]

If you're already thinking about how the Budget may impact you and your finances, we're here to help. Contact us today.

LSM Wealth is an Appointed Representative of and represents only SJP (which is authorised and regulated by the FCA).

#AutumnBudget

[LSM Wealth @lsm_wealth]

Professional-services specialists, such as accountants and lawyers, need to know their finances align to the sensitivities of their work. Here’s how the right adviser can help: https://t.co/lpYOiA6qAq

#InvestmentPlanning

[LSM Wealth @lsm_wealth]

Is it better to save or to invest your money? Each can support your financial wellbeing and future goals, but in different ways. We look at the differences, the pros and cons, and what it means for you and your family: https://t.co/XbTIZgHBsZ

#InvestmentPlanning

[LSM Wealth @lsm_wealth]

Will paying for long-term care affect my inheritance planning?

https://t.co/QXUjeHXYkU

#InheritancePlanning #Long-TermCare

[LSM Wealth @lsm_wealth]

The confirmation of a decisive Labour majority win is likely to be initially taken positively by markets. Here, experts at SJP outline their thoughts on the short-term impact of the UK election: https://t.co/Gj36HXBPzS

#Markets #FinancialPlanning

[LSM Wealth @lsm_wealth]

You’ll be eligible for a full State Pension if you’ve made National Insurance contributions for 35 years. If you’ve paid in for between 10 and 35 qualifying years, you could make additional contributions to top up your pot.
https://t.co/7DyelC91UL

#RetirementPlanning

[LSM Wealth @lsm_wealth]

Selling an asset may mean you need to pay Capital Gains Tax (CGT) on any gain you make. Find out how splitting your assets with a spouse or civil partner, along with other strategies, can help you get on top of CGT: https://t.co/9mprsdSWEc

#TaxPlanning #FinancialPlanning

[LSM Wealth @lsm_wealth]

How can you give your whole family a head start this year?
Developing practical ways to build a multi-generational financial plan can help to keep more for your loved ones: https://t.co/PtbB6DKo6u

#IntergenerationalWealth #FinancialPlanning

[LSM Wealth @lsm_wealth]

Financial own goals... what are they? 
Overspending, failing to diversify investments, and not planning for post-career are just some examples of common pitfalls that some fall into, but experts can help navigate those issues: https://t.co/tknc0vdamX
#FinancialPlanning

[LSM Wealth @lsm_wealth]

“Where do you see yourself in ten years’ time?”

Asking ourselves those searching questions – how do I see my older self and what life am I leading? – could have a direct impact on how we save, and our long-term financial planning: https://t.co/oDxFVmXQhD

[LSM Wealth @lsm_wealth]

The Chancellor, Jeremy Hunt has announced his Spring Budget, but what does it mean for you? https://t.co/TrUzM3YbTD

#springbudget #ukeconomy

[LSM Wealth @lsm_wealth]

Everything you need to know about tax in retirement. Coming up to retirement and want to make sure you’re paying the right amount of tax? These are the key tax-traps to avoid – to stay on top of your taxes: https://t.co/5aw6vPJEhH

#RetirementPlanning

[LSM Wealth @lsm_wealth]

Everyone is prone to letting their heart rule their head on occasion. But if you want to be a better investor, leave your emotions at the door: https://t.co/lWRKgqbgaK

[LSM Wealth @lsm_wealth]

Think about all the online accounts, digital devices and passwords you’ve accumulated in your social, working and financial life. https://t.co/uXNouRisXS

#financialplanning

[LSM Wealth @lsm_wealth]

How will the UK economy compare to other countries in 2024? https://t.co/qQfZck0ZDu

#financialplanning #economy

[LSM Wealth @lsm_wealth]

You should check whether your death-in-service benefit has changed whenever you change jobs or get a promotion. It takes minutes and could make a big difference to your family’s financial wellbeing – and their Inheritance Tax (IHT) bill: https://t.co/0JamKCi7Qp