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January – February 2022 Newsletter

January – February 2022 Newsletter

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Welcome to our January / February 2022 edition. With the tax year end approaching we focus on ways to maximise your tax reliefs, allowances and exemptions. Also we cover the following:

      • On page 7 with interest rates still at very low levels, you might be looking at investing for the potential to achieve a bigger return from your savings. 

      • On page 8 we have provided some key tax and financial planning tips to consider prior to the end of the tax year. 

      • On page 10 we look at ways to protect your wealth from inflation.

      • On page 12 we explain the new plans announced for adult social care reform in England.

    Full Contents

    03 TIME TO BRING YOUR PENSIONS TOGETHER? 3.6 million Britons have lost track of their pension savings. 

    04 IMPROVE YOUR FINANCIAL LIFE Setting a financial New Year’s resolution you’ll actually keep. 

    06 BEYOND PROFIT How green is your pension? 

    07 GET READY TO BEAT THE ISA DEADLINE Time to give your financial future a boost? 

    08 NEW YEAR’S TAX SAVING RESOLUTIONS Make full use of your relevant tax planning opportunities 

    10 IT MAY BE TIME TO INVEST YOUR CASH Is your wealth protected from the damaging effects of inflation? 

    11 HOW MUCH INCOME WILL YOU RECEIVE FROM YOUR STATE PENSION? Knowing what to expect can be an important part of planning for life after work. 

    12 ADULT SOCIAL CARE CHARGING REFORM What will the government’s proposals mean for the social care system.


    You’ve probably made some New Year’s resolutions. Now you need to figure out how to keep them. Heading into 2022, it’s time to take stock of your current financial position and to ensure it’s aligned with your financial goals. 

    Your goals and ambitions are unique to you and we want to help you get there – to discuss how we can help, please contact us