Updates

Welcome to our first edition for 2021. In a year of renewal, hopefully we’ll see a world that is steadily returning to normal, while also rapidly accelerating into a transformed future. Although lockdown restrictions are easing, the coronavirus (COVID!19) pandemic will continue to impact on our lives in many ways. Where will we be in

If you have cash savings or are investing, there is no reason not to use an ISA taxefficient wrapper. The end of the 2020/21 tax year is Monday 5 April 2021, meaning that if you’re planning to use this year’s ISA allowance you need to act fast. There’s no rollover from one tax year to

Welcome to our Guide to Designing Your Own Lifestyle Plan. It happens to most of us at the start of a new year, and especially this year, after the financial and emotional devastation caused by last year’s coronavirus (COVID-19) pandemic outbreak. We may be reflecting more on the way we’ve been living our lives and

We should all be thinking about tax planning throughout the course of a year, but this year we have been distracted by the impact of the coronavirus (COVID-19) pandemic on our lives. We have listed below a few reminders of the issues you may want to consider as worthy of including in your 2020/21 tax

Welcome to our latest issue. As the world continues to work out how to live with the coronavirus (COVID-19) pandemic, many will agree that the new normal needs new thinking. The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones,

Welcome to our Guide to Post-COVID-19 Retirement Planning. Every day the barrage of COVID-19 news has been unrelenting. The impulse to react, and to protect what we have, is understandably strong. The pandemic outbreak and resulting financial fallout have caused considerable financial stress for many, making it difficult to decide about how and when to

A pension is often the largest or second largest capital asset in a marriage or registered civil partnership. However, pensions can be complex and confusing at the best of times. Frequently, one person has a substantial pension and the other might have none or a very limited pension provision because, for example, they have given

When it comes to making financial decisions, you don’t have to go it alone The coronavirus (COVID-19) pandemic outbreak has affected people in various ways. However, this has undoubtedly been a time for contemplation surrounding our personal finances. Many have taken the new-found time at home to conduct a review of their finances, to assess

Welcome to our latest issue. A return to how life was at the start of 2020 is some way o!. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID”19) will continue to affect our lives in many ways. Whether you have earned your wealth, inherited it or made shrewd investments, you will

In our Guide to the Effects of COVID-19 on Retirement Planning, as the coronavirus pandemic continues to dominate world headlines, we consider how this may affect individuals’ financial plans for retirement. A significant number of people aged over 50 and in work are potentially considering delaying retirement (15%) by an average of three years, or