Maximising your investments in your 50s
Time to evaluate whether you need to modify your objectives or saving strategies? As you enter your 50s, retirement is no longer a distant dream but a rapidly approaching reality. Ensuring that your investments work diligently to secure the lifestyle you envision for your golden years is crucial. By optimising your financial strategy now, you […]
Power of pensions
Tax-efficient solution for passing on your wealth Passing wealth through the family, for most, is an important part of their estate preservation planning process. Pension funds are typically free of Inheritance Tax provided the scheme trustees/administrator has discretion over the payment of death benefits.
Strategies and solutions
Provision in place to preserve and protect your assets Failing to protect family wealth from Inheritance Tax could cost families thousands of pounds. However, there are various strategies and solutions to legally avoid paying this tax. While some of us may want to spend it while we can, there will be others who want to […]
Celebrating 20 Years In Business
1st Financial Foundations, Independent Financial Advisers Celebrates its 20th Anniversary in Milton Keynes Located in Milton Keynes, Furzton Business Park. Yash Tosar our Founding Director had a vision to establish his own company after many years working in the industry as an Independent Financial Adviser. He started his career at Allied Dunbar over 30 years […]