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.

News and insights
Stay up to date with our regular articles on all aspects of personal finance, long-term investing, retirement and tax planning.
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...
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...
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...
Retirement is a significant life milestone, marking the transition from earning a regular income to relying on savings, pensions and investments. By partnering with a...

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

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

Front cover of the Raising financially savvy students document

Raising financially savvy students

Front cover of the Rebuilding your financial plan post-divorce document

Rebuilding your financial plan post-divorce

Front cover of the Teaching your children about money document

Teaching your children about money

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?

Front cover of the Navigating a cost of living crisis document

Navigating a cost-of-living crisis

Navigating redundancy

Front cover of The importance of regular reviews document

The importance of regular reviews

Front cover of The importance of remaining invested document

The importance of remaining invested

Front cover of The indispensable role of an emergency fund document

The indispensable role of an emergency fund

The stages of life

Front cover of the The true cost of not seeking financial advice document

The true cost of not seeking financial advice

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

Front cover of the Understanding the new state pension document

Understanding the new state pension

Front cover of the Why the last Five years before you retire are the most important document

Why the last five years before you retire are the most important

Front cover of the Why you should invest in your 20s document

Why you should invest in your 20s

A guide to long-term care

Front cover of the Guide to preparing for the unexpected in retirement document

A guide to preparing for the unexpected in retirement

A guide to understanding probate

As your circumstances change, so should your retirement plan

Front cover of the How to approach Investment risk with retirement savings document

How to approach investment risk with retirement savings

Front cover of the Pre-retirement checklist document

Pre-retirement checklist

Front cover of the Reducing debt before retirement document

Reducing debt before retirement

Front cover of the Retirement vs Life Expectancy document

Retirement vs life expectancy

Understanding the importance of wills in England and Wales

Front cover of the What are my options for providing income in retirement document

What are my options for providing income in retirement?

Tax tables 2026-27

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.

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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.
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