At BNY Investments, we’re committed to empowering your financial decisions every step of the way. Dive into our carefully crafted guides designed to simplify complex topics, from building a resilient retirement plan to mastering tax strategies and managing life’s unexpected moments.
RETIREMENT PLANNING
Your retirement income options explained
Explore diverse income streams available in retirement, from pensions to annuities, and learn how to optimise them for lasting financial comfort.
RETIREMENT PLANNING
Preparing your investment portfolio for retirement
Discover smart strategies to balance growth and risk, ensuring your investments align with your retirement timeline and goals.
TAX STRATEGIES & WEALTH TRANSFER
Inter-generational wealth and long-term tax planning
Explore strategies to thoughtfully manage your assets and tax planning to support your family’s financial future and preserve wealth over time.
BEREAVEMENT SUPPORT
Navigating bereavement: Key steps for managing investor accounts
Gain clarity on notifying BNY of the bereavement, confirming the representative, and options to close or transfer ISA and investment accounts.
If you are unsure as to the best course of action, you may benefit from talking to a financial advisor.
The value of investments can fall. Investors may not get back the amount invested.
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