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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

How to plan for the Autumn Budget 2025

The Autumn Budget on 26 November 2025 is expected to outline the government’s plans for tax, spending and borrowing at a time when public finances...

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  • 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 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

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

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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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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