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July – Aug 2021 Newsletter

July – Aug 2021 Newsletter

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Welcome to our July / August 2021 edition. Inside this issue, the unique combination of tax breaks and flexible access available to pensions makes them a compelling choice when saving for  retirement.

    • On page 9 we highlight when you’re planning your retirement income, there are multiple factors to consider. But one factor not to overlook is how much of your retirement income you could lose in taxes.

    • On page 10 an article about how after a year of lockdowns has motivated these over-50s to want to move closer to family and friends, pursue a better quality of llife or even move abroad.

    • On page 12. Pension scammers are bombarding the public with scam calls, texts and emails and it can be easy to fall victim to such a scam. We provide some advice on how to spot and avoid these scammers.

Full Contents

03 WEALTH PRESERVATION. How to minimise a Capital Gains Tax bill.

04 RETIREMENT PLANNING JOURNEY. What you need to consider at every life stage. 

06 PROTECTING FAMILY WEALTH. Start planning your legacy to mitigate or reduce Inheritance Tax

08 PENSION BOOST. Are you claiming all of the generous tax relief you’re entitled to? 

09 ‘IT’S NOT WHAT YOU EARN, IT’S WHAT YOU KEEP’ The potential impact to your expected retirement income over time.

10 REAPPRAISAL OF URBAN LIVING. Three million people in the UK aged over 50 considering relocating. 

11 MIND THE DIVORCE GAP. Women see incomes fall by 33% following divorce, compared to just 18% for men. 

12 PROTECT YOURSELF FROM PENSION SCAMS. Understanding the warning signs to
keep your money safe


Our aim is to help you to secure your financial future and explore every aspect of your financial world, taking everything into account to create a financial plan that works for you, your family and business. We hope you enjoy this latest issue, and if you require any further information please contact us.