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September – October 2021 Newsletter

September – October 2021 Newsletter

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Welcome to our September / October 2021 edition. Inside, we look at how having a financial plan in place early on can make it easier to manage your money further down the line. It’s never too early to make a financial plan. The sooner you work out your goals and start following a plan to achieve them, the more likely you are to succeed.

    • On page 4 we explain the changes made to UK pensions in 2015 and what they mean for your choices when it comes to funding your lifestyle in retirement.

    • On page 6 there are three key questions to ask yourself when building your financial plan. Don’t forget: vision without action is merely a dream.

    • On page 12 we look at the current causes of higher inflation.

Full Contents

03 MAKING INHERITANCE GIFTS FROM SURPLUS INCOME. Are you making use of this useful and much under-utilised exemption?

04 TOP PENSION TIPS IF YOU’RE ABOUT TO RETIRE. Understanding your options and putting a plan in place 

06 BUILD YOUR OWN FINANCIAL PLAN. Vision without action is merely a dream.

07 PREPARING FOR THE UNEXPECTED. Protection should be a core part of your financial plan.

08 HOW TO TRACE MULTIPLE OLD PENSION POTS. Over time, pension schemes close, merge or become renamed.

10 TIME FOR PENSIONS TO CONTRIBUTE TOWARDS BUILDING A BETTER WORLD. New landmark report from the United Nations on the state of climate science.

11 COPING WITH LIFE-CHANGING EVENTS. Plan for tomorrow, live for today.

12 WHAT’S HAPPENING WITH INFLATION? Easing of lockdowns boosts consumer
confidence and unleashes pent-up demand.


Whether you are clear on your financial priorities or feel you need to be pointed in the right direction, we’ll work with you on your financial plans and help you to realise your wealth and lifestyle ambitions. 

We hope you enjoy the useful intel and articles in our latest issue, and if you require any further information or would like to start a conversation – please contact us.