Archived article: This article was correct at the time of publishing. Tax, investments and pension rules can change over time so the information below may not be current.

Four easy ways to end 2017 on a high note

Every January many people make resolutions to sort out their finances by the end of the year – and promptly forget to do anything about it. If this sounds like you, don’t worry. Here we bring you four easy ways to get on top of your finances before the year is out. And with Christmas just around the corner, we know there are better things to be doing – so each of these will take no more than 10 minutes. What could you do to end 2017 on a high note?

Start investing regularly

A common resolution is to start investing more often – but most people don’t have the time or simply forget. An alternative is to set up regular savings. These are monthly cash deposits or investments into funds that come out of your bank account automatically. Open an account or log in to get started with regular savings today.

Open an account

 

Get your portfolio into shape

Perhaps you know your investment portfolio needs some attention, but you can’t give it the time or expertise it deserves. If so, you could hand over responsibility for your investments to our team of experts at the click of a button. All you need to do is buy a Ready-made Portfolio, and we’ll make all of the investment decisions or you.

Choose a portfolio

 

Bring your investments together

Do you have a number of pensions and ISAs with different providers? If so, an easy way to get more control over them (and potentially pay less in fees) is to consolidate them with one provider. When you transfer investments to Bestinvest we do all the leg work for you – from contacting your providers to moving your investments across. Simply fill in a short form and we will be in touch.

Transfer my investments

 

Get some advice from a professional in the New Year

Our wider Tilney Group’s financial planners spend their days giving people advice on retirement, inheritance planning, making the most of their tax allowances and much more.

If you need help in any of these areas, the best way to start is to book a free initial consultation. You may be too busy this month, but why not choose a date in January and get ahead in 2018? Your consultation can be held over the phone or at your home, workplace or nearest Tilney office.

Book a free consultation

 

If you have any questions or would like more information about any of these ideas, just get in touch by calling us on 020 7189 2400, sending us an email at best@bestinvest.co.uk or requesting a call back.