Welcome to our latest edition. At the time of publishing, Chancellor of the Exchequer Rishi Sunak had not delivered his Budget 2021 speech. We’ll look at the key announcements and how these could affect your personal, family and business finances in the next edition.

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Articles featured in this issue:

Passing on pension benefits
Providing for your loved ones after your death

ISA deadline 5 April 2021: use it or lose it
Make the most of the tax breaks before it’s too late 

Responsible investing
Invest today. Change tomorrow 

Tax planning reimagined
Identifying the best options to preserve your wealth 

Pension options
Planning your financial future, and how to get there 

Reduce your Inheritance Tax bill
10 ways to protect your estate for your loved ones

Combined finances
Planning ahead for your financial future together 

Inflation beaters 
How to ensure your money is protected from rising inflation 

Wealth creation
Where can you turn if you want to invest tax-efficiently?

Investing for your child's future
Even small amounts can build up a substantial nest egg

Critical factor
Protection for you and your loved ones 

How much is the State Pension?
Understanding what you’ll receive and when

Generation COVID-19
Financial support to younger members as a direct result of the pandemic

Advice matters
Life events that professional financial advice can help you navigate

Goals-based investing
Are you giving yourself the best chance of success?

Funding long-term care 
How much will it cost to enjoy life in later years?

ISA transfers
Time to widen your range of investment choices?

Retirement finances
COVID-19: third of retirees fearful due to negative impact

Suspending pension contributions
Think carefully about how action taken now could affect your retirement

If you require any further assistance, please contact us – we look forward to hearing from you.

As always, stay safe.