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March – April 2021 Newsletter

March – April 2021 Newsletter

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Welcome to our March / April 2021 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.

      • On page 3 we look at ways to pass on any existing pension to loved ones upon someones death.

      • On page 8 we explore options to invest in a way to help the planet.

      • On page 10 even if you believe you have moderate wealth you may still need to take action to minimise Inheritance Tax.  We consider why it can be a great concern for individuals with wealth exceeding the current £325,000 nil-rate band (2020/21 tax year).

    Full Contents

    03 PASSING ON PENSION BENEFITS Providing for your loved ones after your death. 

    04 ISA DEADLINE 5 APRIL 2021: USE IT OR LOSE IT Make the most of the tax breaks before it’s too late. 

    05 INFLATION BEATERS How to ensure your money is protected from rising inflation.

    06 TAX PLANNING REIMAGINED Identifying the best options to preserve your wealth. 

    08 RESPONSIBLE INVESTING Invest today. Change tomorrow. 

    09 PENSION OPTIONS Planning your financial future, and how to get there. 

    10 REDUCE YOUR INHERITANCE TAX BILL 10 ways to protect your estate for your loved ones. 

    12 COMBINED FINANCES Planning ahead for your financial future together.


    Your wealth needs to serve you differently at different stages of your life. Individual life planning should not be a one-off exercise. Your personal circumstances, requirements, expectations and aspirations will develop over time. That’s why we’re here to support you through life’s adventures and provide the right solution at every step of the way. To discuss how we can help you plan for life’s journey, please contact us. 

    We look forward to hearing from you.