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Voyage Fact Sheets

Explore our Fact Sheets for quick and easy access to important information and resources.
Ten-years-of-pension-freedoms

Don't let your pension funds disappear

January, 2026
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Ten-years-of-pension-freedoms

Don't miss the deadline for Individual Savings Accounts

January, 2026
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Ten-years-of-pension-freedoms

Leaving your financial legacy

January, 2026
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Ten-years-of-pension-freedoms

Time to boost your retirement fund

January, 2026
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Ten-years-of-pension-freedoms

What's on your financial to do list for 2026

January, 2026
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Ten-years-of-pension-freedoms

A third of UK adults have voluntarily increased pension contributions

December, 2025
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Ten-years-of-pension-freedoms

Are you holding too much in cash

December, 2025
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Ten-years-of-pension-freedoms

Planning to retire sooner rather than later

December, 2025
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Ten-years-of-pension-freedoms

The power of dividends

December, 2025
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Ten-years-of-pension-freedoms

What should you consider as you approach your retirement

December, 2025
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Ten-years-of-pension-freedoms

Five ways to maximise tax year end planning opportunities 2025/26

December, 2025
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Ten-years-of-pension-freedoms

Pensions to fall under Inheritance Tax rules from April 2027

December, 2025
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Ten-years-of-pension-freedoms

VAT on private school fees the increasing cost of education

December, 2025
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Ten-years-of-pension-freedoms

When is the right time to invest

December, 2025
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Almost half of UK adults are unaware of their pension savings

December, 2025
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Ten-years-of-pension-freedoms

Breaking Free From Geopolitical Noise

October, 2025
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Prudence of perseverance in investing

Why Remaing Invested Supports Long Term Growth

October, 2025
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Piggy bank and a stack of coins

Do You Have Multiple Pension Pots To Keep Track Of

October, 2025
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Understanding pension uncertainties

Pension Myths Exposed

October, 2025
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Placing assets into a Trust

Planning For Early Retirement

October, 2025
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Succession planning a family affair

Evolution Of Bonds

September, 2025
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man and boy fishing

Is It Time To Invest In Your Grandchildren Future

September, 2025
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Time to kick start your retirement plans

Passing On Wealth Through Trusts

September, 2025
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Taxing Times

Unlocking Financial Freedom

September, 2025
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Costs on later life care

Why Protection Matters

September, 2025
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Medical professionals smiling at the camera

Two thirds of UK adults are concerned about affording care in later life

August, 2025
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Treasure Trove

Preparing for retirement what you need to know

August, 2025
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middle aged couple smiling

Planning ahead to safeguard more of your wealth

August, 2025
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financial planning

Getting your financial plan in order

August, 2025
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man and boy fishing

Are annuities included in your retirement income plans

August, 2025
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Why you should look to maximise your savings potential

August, 2025
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Who will inherit your pension Find out now!

August, 2025
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Thinking of retiring overseas

August, 2025
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Navigating market uncertainty

August, 2025
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How gut instinct is guiding financial futures

August, 2025
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How much is enough for your retirement?

June, 2025
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Cheerful senior couple at a game arcade

How to prepare for retirement

June, 2025
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financial planning

Safeguarding investments in a volatile market

June, 2025
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man teaching young person how to ride a bike

Talking to your children about investing

June, 2025
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speaking to a financial advisor

The ‘secret’ to easing an Inheritance Tax burden

June, 2025
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Ten-years-of-pension-freedoms

Ten years of pension freedoms

May, 2025
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New rules of Inheritance Tax on businesses and land

New rules of Inheritance Tax on businesses and land

May, 2025
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Is it time for a financial MOT

May, 2025
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Have you lost track of your pension pots

Have you lost track of your pension pots

May, 2025
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Bridging the financial gap across generations

Bridging the financial gap across generations

May, 2025
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Navigating the complexities of inheritance

Understanding retirement decisions

April, 2025
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middle aged couple smiling

Long term later life care costs

April, 2025
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man-and-woman-on-coins

Long term investing

April, 2025
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Britains biggest pension taxpayers

Dreaming of achieving the lifestyle you want in retirement

April, 2025
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Protecting yourself from investment scams

Avoiding Financial Pitfalls

April, 2025
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Tax 2025 concept with wooden blocks and letters. Business budget

Maximising the end of the UK tax year 2024/25

March, 2025
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Wealth concept. Wooden blocks with text and rising stacked coins

Wealth transfers of financial legacies

March, 2025
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Happy european senior couple holding piggybank and embracing, sitting on sofa in living room interior, free space

Empowering your retirement savings

March, 2025
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selective focus of couple sitting at table with divorce documents

Grey Divorce 

March, 2025
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One Pound and One Penny Coins

Do you fall into the 60% tax trap

March, 2025
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View of a rural field with trees and a small pond

Taking the road to a comfortable retirement

February, 2025
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Field with a single tree and a pink and blue skyline

Planning for the future of your wealth

February, 2025
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view over a lake with a log as the sun sets

Making the most of a lump sum windfall

February, 2025
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Rural location with walkers in the distance

Investing isn't a one size fits all approach

February, 2025
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Forest with river & bridge

How to boost your chances of early retirement

February, 2025
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Family Enjoying The Company of Each other

Start 2025 with a New Years wealth check

January, 2025
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shot of a young businesswoman holding a note with TAX written

Maximise your tax allowances before 5 April

January, 2025
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A group of business women clapping & looking excited at something on a computer screen

ISA returns of the year

January, 2025
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Young man paying by contactless

How to navigate the Capital Gains Tax changes

January, 2025
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Happy smiling couple in the jungle

Financial resolutions to boost your wealth this year

January, 2025
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Businesswoman working on business financial reports analyzing marketing strategies and planning business investment growth.

Enhancing your financial plans as you approach 50

December, 2024
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Cheerful senior couple at a game arcade

Have you had a retirement conversation

December, 2024
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Asian nurse with physician explaining prescription medicine to attentive senior man at home, Doctor woman explain dosage pill old man, Healthcare worker caregiver visiting in house in living room

Who pays for long term care

December, 2024
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Credit card with password key lock isolated on white background.

A safety net for uncertain times

December, 2024
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Business team discussion on meeting to planning investment trading project and strategy to investor of deal on a stock exchange with partner, financial and accounting concept, collaborative teamwork.

Building a diversified investment portfolio

December, 2024
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Securing retirement

Capital Gains Tax

November, 2024
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Taxing Times

Inheritance Tax

November, 2024
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Enhancing retirement through lump sum contributions

How Does Pension Consolidation Work

November, 2024
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Wealth Accumulation

Maximising Returns

November, 2024
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The Bank of Family

Will You Use Your Allowances Before The Tax Year End

November, 2024
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Medical professionals smiling at the camera

Rising Demand For Health Cover

October, 2024
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Two seniors on a video call in a sunny location

Time to Revisit Your Retirement Plan

October, 2024
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Couple walking down a rural road on a crisp sunny day

The Middle Aged Squeeze

October, 2024
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Person emptying piggybank of coins

The Cost of Early Withdrawl From Your Pension

October, 2024
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Piggy bank and a stack of coins

Building Wealth And Achieving Financial Goals

October, 2024
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Autumn Budget Statement 2024

Autumn Budget Statement 2024

September, 2024
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Pension scams on the rise

Pension Scams on the Rise

September, 2024
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Navigating the complexities of inheritance

Navigating the Complexities of Inheritance

September, 2024
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Mastering fnancial planning

Mastering Financial Planning

September, 2024
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Understanding pension uncertainties

Could you Have Been Underpaid By the State Pension?

September, 2024
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middle aged couple smiling

Ways to Reduce a Capital Gains Tax Liability

September, 2024
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man teaching young person how to ride a bike

The Importance of Drafting a Will

September, 2024
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speaking to a financial advisor

Investing a Lump Sum

September, 2024
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elderly couple hiking

How Much Do I Need To Save For Retirement?

September, 2024
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elderly couple discussing

Financial Planning Conversations You Need to Have

September, 2024
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A tax efficient flexible method for future planning

A Tax-Efficient Flexible Method For Future Planning

August, 2024
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Abolishing the Lifetime Allowance for pensions

Abolishing the Lifetime Allowance For Pensions

August, 2024
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Adjusting your pensions plans

Adjusting Your Pensions Plans

August, 2024
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Britains biggest pension taxpayers

Britains Biggest Pension Taxpayers

August, 2024
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Britons procrastinate on making a Will

Britons Procrastinate On Making a Will

August, 2024
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Caring for Grandchildren

Caring For Grandchildren

August, 2024
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Changes to Individual Savings Accounts in 2024

Changes to Individual Savings Accounts in 2024

August, 2024
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Costs on later life care

Costs on Later Life Care

August, 2024
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Enhancing pension contributions for a brighter future

Enhancing Pension Contributions For a Brighter Future

August, 2024
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Financial Protection

Financial Protection

August, 2024
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Looming pension pitfall

Looming Pension Pitfall

August, 2024
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Navigating through divorce

Navigating Through Divorce

August, 2024
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Placing assets into a Trust

Placing Assets Into a Trust

August, 2024
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Planning for an early retirement

Planning For an Early Retirement

August, 2024
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Pre year end tax planning

Pre Year End Tax Planning

August, 2024
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Protecting yourself from investment scams

Protecting Yourself From Investment Scams

August, 2024
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Retirement Matters

Retirement Matters

August, 2024
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Securing retirement

Securing Retirement

August, 2024
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Succession planning a family affair

Succession Planning a Family Affair

August, 2024
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Taxing Times

Taxing Times

August, 2024
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The Bank of Family

The Bank of Family

August, 2024
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Time to kick start your retirement plans

Time to Kick Start Your Retirement Plans

August, 2024
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Treasure Trove

Treasure Trove

August, 2024
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Wealth Accumulation

Wealth Accumulation

August, 2024
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What will your legacy look like

What Will Your Legacy Look Like

August, 2024
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Enhancing retirement through lump sum contributions

Enhancing Retirement Through Lump Sum Contributions

July, 2024
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Navigating Inheritance Tax

Navigating Inheritance Tax

July, 2024
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Prudence of perseverance in investing

Prudence of Perseverance in Investing

July, 2024
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Rising trend of unretirement

Rising Trend of Unretirement

July, 2024
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Costs on later life care

Understanding Pension Uncertainties

July, 2024
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Voyage Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority.

Voyage Financial Planning Ltd is entered on the FCA register (www.FCA.org.uk) under no. 992319.

Registered office: C/O Vantage Accounting 19 Latimer Street, Romsey, SO51 8DF. Registered in England and Wales Number: 10889785
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