Most of us insure the things we use every day: our cars, our homes, even our holidays.
But the things that matter most, like our income, health, and family’s financial security, are sometimes the easiest to overlook.
Protection planning is about making sure that if life takes an unexpected turn, the people who depend on you are still looked after.
By reviewing your current arrangements and understanding your circumstances, we can help identify any gaps and create a protection plan that suits your needs and budget.
If you’d like to discover the peace of mind of knowing your loved ones will be looked after, the Lomond Wealth team would be happy to help.
☎️ 01786 542410
📧 info@lomondwealth.com
But the things that matter most, like our income, health, and family’s financial security, are sometimes the easiest to overlook.
Protection planning is about making sure that if life takes an unexpected turn, the people who depend on you are still looked after.
By reviewing your current arrangements and understanding your circumstances, we can help identify any gaps and create a protection plan that suits your needs and budget.
If you’d like to discover the peace of mind of knowing your loved ones will be looked after, the Lomond Wealth team would be happy to help.
☎️ 01786 542410
📧 info@lomondwealth.com
With the end of the tax year approaching on 5 April 2026, now is a good time to take a moment to review your finances.
Many allowances reset each year, which means this could be your last chance to make the most of them.
This might include your:
🪙 ISA allowance
🪙 Pensions Annual Allowance
🪙 Capital Gains Tax annual exempt amount
Think of it as a financial spring clean - a chance to tidy things up, make sure you’re making the most of your wealth, and head into the new tax year feeling organised.
If you’d like help reviewing your finances before the deadline, the team at Lomond Wealth is always here for you.
☎️ 01786 542410
📧 info@lomondwealth.com
Many allowances reset each year, which means this could be your last chance to make the most of them.
This might include your:
🪙 ISA allowance
🪙 Pensions Annual Allowance
🪙 Capital Gains Tax annual exempt amount
Think of it as a financial spring clean - a chance to tidy things up, make sure you’re making the most of your wealth, and head into the new tax year feeling organised.
If you’d like help reviewing your finances before the deadline, the team at Lomond Wealth is always here for you.
☎️ 01786 542410
📧 info@lomondwealth.com
March is Women’s History Month, a time to recognise the achievements of women and reflect on the progress still to be made towards equality.
One area where inequality still lurks is in your retirement savings.
Research undertaken on behalf of the Department for Work found that men aged 62-65 typically have around three times more in defined contribution pensions than women of the same age.
This is attributed to:
🚺 The gender pay gap
🚺 The fact that women are more likely than men to take career breaks or reduce their working hours to care for children or other family members
Over time, these differences can have a significant impact on your retirement income.
While the issue is complex, one thing is clear: planning early and reviewing your pension regularly can make a real difference.
If you’d like to understand more about your pension or how to build a stronger plan for retirement, the team at Lomond Wealth is always happy to help.
☎️ 01786 542410
📧 info@lomondwealth.com
One area where inequality still lurks is in your retirement savings.
Research undertaken on behalf of the Department for Work found that men aged 62-65 typically have around three times more in defined contribution pensions than women of the same age.
This is attributed to:
🚺 The gender pay gap
🚺 The fact that women are more likely than men to take career breaks or reduce their working hours to care for children or other family members
Over time, these differences can have a significant impact on your retirement income.
While the issue is complex, one thing is clear: planning early and reviewing your pension regularly can make a real difference.
If you’d like to understand more about your pension or how to build a stronger plan for retirement, the team at Lomond Wealth is always happy to help.
☎️ 01786 542410
📧 info@lomondwealth.com
You have worked hard throughout your life to ensure that your family is still well looked after financially when you are not around. 🪙
March is Free Wills Month, when many solicitors and charities come together to share the importance of having a will and thinking about the legacy you leave behind after you pass away.
We can help you create a robust estate plan, enabling you to live life to the full, knowing that there will be plenty left over for your loved ones.
We can also help you mitigate Inheritance Tax liability, so you can pass on more of the money you’ve earned to those you want to have it.
To find out more about how we can help you ensure your wealth remains within your family, get in touch today. 💬
📧 info@lomondwealth.com
☎️ 01786 542410
March is Free Wills Month, when many solicitors and charities come together to share the importance of having a will and thinking about the legacy you leave behind after you pass away.
We can help you create a robust estate plan, enabling you to live life to the full, knowing that there will be plenty left over for your loved ones.
We can also help you mitigate Inheritance Tax liability, so you can pass on more of the money you’ve earned to those you want to have it.
To find out more about how we can help you ensure your wealth remains within your family, get in touch today. 💬
📧 info@lomondwealth.com
☎️ 01786 542410
Our latest newsletter has landed. 📧
This month, we’re covering a range of topics, including:
🔹 The power of pension tax relief
🔹 7 simple ways to manage stress in a busy world
🔹 6 life insurance myths homeowners should know
🔹 How to break your phone habit to reclaim your time
To read our recent blogs in depth - including our January investment market update - click the link in the comments. 👇
📧 info@lomondwealth.com
☎️ 01786 542410
This month, we’re covering a range of topics, including:
🔹 The power of pension tax relief
🔹 7 simple ways to manage stress in a busy world
🔹 6 life insurance myths homeowners should know
🔹 How to break your phone habit to reclaim your time
To read our recent blogs in depth - including our January investment market update - click the link in the comments. 👇
📧 info@lomondwealth.com
☎️ 01786 542410
When it comes to investing, it’s easy to think that success means beating the market or keeping up with what others are doing.
But in reality, successful investing looks different for everyone.
Instead of comparing your investments to headlines or other people’s returns, a more helpful approach could be to define success based on your own goals.
For example, you might want to:
🪙 Build a sustainable retirement income
🪙 Invest for your children or grandchildren
🪙 Protect your loved ones if the worst should happen
In our latest blog, we explore how to define what investment success really means for you, and 4 key factors that could help guide your decisions over the long term.
Click the link in the comments to read more. 👇
📧 info@lomondwealth.com
☎️ 01786 542410
But in reality, successful investing looks different for everyone.
Instead of comparing your investments to headlines or other people’s returns, a more helpful approach could be to define success based on your own goals.
For example, you might want to:
🪙 Build a sustainable retirement income
🪙 Invest for your children or grandchildren
🪙 Protect your loved ones if the worst should happen
In our latest blog, we explore how to define what investment success really means for you, and 4 key factors that could help guide your decisions over the long term.
Click the link in the comments to read more. 👇
📧 info@lomondwealth.com
☎️ 01786 542410
