What to consider when you have

six months to go…

·        Involve your partner and discuss their requirements.

·        Are your plans on target?

·        What have you not yet achieved?

·        If any have not been completed, take some time out to get it right. After all you only get one shot at this.

·        Ensure you are on track.

·        Have you made use of all your allowances, such as ISAs, pension contributions etc.

·        Check the risk profile of the funds in which you are invested match your requirements.

·        Are your investments on track?

See below for more information: