Pineapple Financial Planning

We will now be signing out of socials for the festive break & we look forward to seeing you all again in 2025, when we return on Monday 6th January for all of your financial planning needs!🎅 Thank you to all of our lovely clients, colleagues & friends for your continued support throughout this year.🎄 Merry Christmas to all, enjoy!🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness #businessowner

As a higher-rate taxpayer, you might end up paying more tax than you bargained or budgeted for. If you’re earning between £100,000 and £125,140, the tapering of the personal allowance means you could end up paying 60% income tax. A check in with your financial adviser can help you steer clear of the 60% tax trap this tax year. Find out more in our article 'How you can beat the 60% tax trap': https://bit.ly/3DiZdqg 🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

Festive season is in full swing and we’ve been enjoying getting out and about seeing clients, partners and networking friends! Just a quick heads up that we will close for the festive season on Friday 20th December, and then re-open on Monday 6th January 2025. #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

❓FAQ: Is it too late to start saving for retirement at 60? Retirement looks very different today. We often retire later, and many of us are living longer. If you’re 60, you could easily live another 30 years. If we’re living longer, there’s a greater need to have sufficient pension savings to fund a longer retirement. Here we explore many of the FAQs when it comes to saving for retirement: https://bit.ly/3DfB83u 🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

🎁CHRISTMAS GIFTING: Gifting money or valuable assets this Christmas can make a real difference to the financial wellbeing and security of the whole family. Tax-smart giving moves money across generations – as tax-efficiently as possible. You can pick from cash gifts, gifts to trusts, children’s pensions or Junior ISAs, even helping pay for an upcoming wedding or civil partnership. Go Christmas shopping – without the crowds. Today, we explore 'Christmas gifting – your tax tips': https://bit.ly/3O2QrPj 🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

Retirement planning is the nation’s single biggest reason for seeking financial advice. One in three over-44s will actively seek advice on planning retirement in the next six months. Retirement planning often comes too late, with only one in 10 (12%) Gen Zs and one in five (18%) Millennials making it their priority. Take a look at our full article on 'Planning your retirement is the single biggest reason for seeking advice' here: https://bit.ly/49hZbuy 🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

It may be dull & rainy outside, but Nara’s here to make you smile & say ‘Happy Monday!’ 🐾 Have a great week everyone! #yorkbusiness #financialplanning #yorkshirebusiness

🍍It's time for this week's ‘Week Watch’ - Stock Take✅ Wealth Check✅ Keep in the picture and hear the last word. Check it out! 👉 https://bit.ly/3ZmX19D #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

We now have more choices, more information and more personal accountability for our retirement income. But will the future we look forward to be one we can afford? The Retirement Living Standards, launched by the Pensions and Lifetime Savings Association (PLSA), helps provide a budgeting benchmark for three different standards of living: minimum, moderate and comfortable. If you’re planning your retirement lifestyle, these living standards are a practical starting point for anyone unsure about whether they need to save more for their retirement. Whether you’ve got 20 years before you retire or just a few, it’s important to have an idea of just how much money you’ll need for a comfortable lifestyle once you stop earning a regular salary. Find out more and read our full article here: https://bit.ly/3LDz5Ho 🍍 #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness

It's always a great feeling to receive reviews from clients about our service!✨ So, if you've worked with us recently... please could you take a moment to leave us some feedback on either Facebook, Google or as a LinkedIn recommendation? We'd really appreciate it. Thank you 🙏 Have a great weekend, everyone! #financialplanning #financialplanners #york #yorkbusiness #yorkshire #yorkshirebusiness