Newsletters & Company Magazines

Here you will find our quarterly newsletter and magazines providing topical and current advice on all aspects of financial planning. These newsletters are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

 

As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: • Pensions Round-Up, • IHT Receipts, • Steering through the challenging waters, • Intergenerational Financial Planning - A growing need, • Pausing pensions could be costly, • Helping family with living legacies, • IHT Loophole worth knowing, • Learning to control your investment emotions, • Looking to retire early? We do hope that you find this magazine both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us.
We have sought to address topical issues that are likely to be of interest to you, included in this edition are: • Time to revisit your IHT strategy? • Your protection policy – Not a cost worth cutting • Sandwich generation – Time to put yourself first? • JISA to adult ISA transition period – Gen up • Spotlight on the trust registration service • Are you an emotional spender? • Sentiment and super trends • Unlocking the real value of your wealth • Divorce and your pension • Standing on your own two feet We do hope that you find this magazine both interesting and informative. Should you have any queries or require more information on any of the articles or any other financial matter, please do not hesitate to contact us.
As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: • Hello Tax Year 2022 / 2023 • What's your Life Admin Personality Type? • A Life Worth Looking After • Refocus to Take Control • Don't Risk a Double Tax Hit on your Pension • Focus on Long-Term Goals • The Different Values of Financial Advice • Financial Freedom in Retirement • Inheritance Tax - Changes in Reporting • Conscious Investing
As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: •Resolve to Prep your pension with confidence •Goodbye Greenwashing? Climate disclosures on the corporate agenda •How to beat the big freeze •More retirees blooming late •New regulations to prevent pension scams •Inflation-proof your savings •Climate change concerns – Investors tune in •Mum’s the word – Saving for your children in 2022 •Unclaimed tax relief tops £800m •Talking Crypto •Tax year countdown – Consider the variables
As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: • Autumn: a time of preparation • ‘Pre-inheritance’ gaining prominence • Watch out for scams, HMRC warns students • Working together to tackle the climate crisis – the investment industry steps up • Avoiding the negative impacts of sudden wealth • Self-care for the self-employed (and everyone else!) • ESG Assets on course to top £36trn by 2025 • UK investors willing to spend less to invest more • Inflation risk for parent savers • IHT rise highlights need for estate planning
As usual, we have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are: • A Great British Summer • The influence of social media on younger investors • Improving your pension confidence • Could the deficit and rising inheritances accelerate IHT changes? • A changing investment perspective • Saving for a pension later in life? • School fee planning – begin on day dot • Protecting your pension from long COVID • Lockdown savings result in six-year ISA high • Investment scam myths you should ignore • Do you understand your pension benefit entitlement?
Vaccines - Putting a spring in investors' step. The happiest places to retire. Investment scams.
The New Year brings cause for Optimism. Money Confidence - The most Valuable Life Lesson. Reconsidering Retirement - You're not alone.

UK News

The IMF says the UK economy is forecast to shrink by 0.6% this year.
Under the bill some employees would have to work during strikes - and could be sacked if they refuse.
The Royal Navy cedes control, as the home secretary warns small boats could cost the Tories the election.
The Fire Brigades Union says it will not announce dates for 10 days so employers can table an improved offer.
Talks between Education Secretary Gillian Keegan and union chiefs have proved "unproductive".