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Lync library

In this section you can access links to our latest thinking based on recent developments, as well as our essential literature and brochureware.

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News and insights
Stay up to date with our regular articles on all aspects of personal finance, long-term investing, retirement and tax planning.
  • Insight

As your circumstances change, so should your retirement plan

Your retirement plan is not a static document; it's a roadmap that should adapt to the twists and turns of life. Just as life is...

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  • Insight

Understanding the new state pension

The UK new state pension, introduced in April 2016, replaced the previous basic state pension system and additional state pension schemes (such as the State...

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  • Insight

Beyond inheritance: Exploring the advantages of lifetime gifting

Inheritance has long been a traditional method of passing on wealth and assets to future generations. However, a shift in mindset towards lifetime gifting is...

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  • Insight

Understanding your digital legacy

A digital legacy encompasses the digital information that remains about someone following their death, which is often shaped by the interactions they made and the...

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  • Insight

Beyond finances: Why good retirement planning encompasses more than just money

Retirement planning is often synonymous with financial preparations, focusing on pensions, savings and investments. Whilst financial security is undoubtedly crucial for a comfortable retirement, true...

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  • Insight

What does the spring budget mean to me as a home owner?

On 6th March 2024, Chancellor of the Exchequer, Jeremy Hunt, announced the budget for the year ahead. Within this statement, a number of measures were...

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Literature and brochureware
This library of educational content is designed to keep you informed about a wide range of products and services available to you as clients of Lync Wealth Management, empowering you on your journey.
Business owners

A guide to protecting your business

A guide to supporting vulnerable customers

Financial considerations during a divorce

How can I invest for my child’s future

Insure your tomorrow, to ensure their future

Pensions for stay-at-home parents

Planning for maternity and paternity leave

A guide to inheritance tax

A guide to ISAs

A guide to maximising allowances

A guide to protection services

Assessing the value of financial advice

How to handle a windfall?

Navigating redundancy

The stages of life

A guide to investing

Investment approaches: Active & Passive

How to build a pension pot

How to use your pension pot

Pension shortfall: What you need to know

A guide to long-term care

A guide to understanding probate

As your circumstances change, so should your retirement plan

Tax tables 2025-26

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© Lync Wealth Management 2025.

Lync Wealth Management Ltd is an appointed representative of Lyncombe Consultants Limited which is authorised and regulated by the Financial Conduct Authority. Lync Wealth Management Ltd is entered on the Financial Services Register (https://register.fca.org.uk/) under reference 1021927.

Lync Wealth Management Limited is registered in England and Wales under company number: 15980456. Registered office: 1 Angel Court, London, EC2R 7HJ.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.