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

Christie Harding
May 23, 2024

Weathering the storm: Why a recession doesn’t mean that you should stop investing

In the unpredictable world of finance, recessions can be daunting. They bring economic uncertainty, market volatility and often, a sense of panic amongst investors. The...

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Insight

Christie Harding
May 16, 2024

Understanding the significance of advanced estate planning

Estate planning is often perceived as a complex and daunting task, yet it’s an essential aspect of financial management and asset distribution. Estate planning holds...

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Insight

Christie Harding
May 8, 2024

Navigating the decumulation phase

Retirement planning is a journey that evolves over time. Whilst attention is often paid to the accumulation phase, where individuals diligently save and invest for...

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Insight

Christie Harding
May 1, 2024

ISA changes that you need to be aware of

In this blog post we have summarised the changes coming to ISAs (Individual Savings Accounts) in the 2024/25 tax year which started on 6th April...

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Insight

Christie Harding
April 3, 2024

UK ISA – An additional allowance to invest in the UK

In his latest budget, the Chancellor announced a consultation on a UK ISA. This will offer a new ISA allowance of £5,000 in addition to...

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Insight

Christie Harding
March 26, 2024

What does the spring budget mean to me as a parent?

On 6th March 2024, the Chancellor of the Exchequer, Jeremy Hunt announced the budget for the year ahead. Within this statement he marked a huge...

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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

Families

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

General financial advice

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

Investing

A guide to investing

Investment approaches: Active & Passive

Pensions

How to build a pension pot

How to use your pension pot

Pension shortfall: What you need to know

Retirement

A guide to long-term care

A guide to understanding probate

As your circumstances change, so should your retirement plan

Tax tables

Tax tables 2025-26

Why choose Lync?

At Lync Wealth Management, we place our clients at the centre of what we do. We help you deliver the necessary strategies to reach your financial ambitions based on your circumstances.

Looking for more information?

When you are ready to discuss your financial future with one of our highly experienced Financial Advisers, the Lync Wealth team would be delighted to assist.

Let's talk

Get in touch by emailing a member of our team with your details, and we will get back to you at a convenient time.

Library

Lync library

Weathering the storm: Why a recession doesn’t mean that you should stop investing

Understanding the significance of advanced estate planning

Navigating the decumulation phase

ISA changes that you need to be aware of

UK ISA – An additional allowance to invest in the UK

What does the spring budget mean to me as a parent?

Why choose Lync?

Looking for more information?

Let's talk

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