Oyster's Financial Newsletter March/April 2021

10th March 2021

Oyster's Financial Newsletter March/April 2021 image

 

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.

Click here for the full magazine

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.

Oysters Guide to making the most of your financial future image

Oysters Guide to making the most of your financial future

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10th Charity Golf Day Results image

10th Charity Golf Day Results

A revolution in family law finally removes the need for blame as a basis for divorce. No one enters into marriage expecting it to end in divorce. However, it happens for many couples.    It can be an emotionally charged time but there are things you can d

Divorce. Be financially smart

During our working lives with sleep and work hours we can expend a lot of the 168 hours, add in family time, hobbies, some learning and social time you will probably fill the 168 hours quite easily by balancing all of the above to suit you.    Will this b

168 hours a week even in retirement

Oysters Guide to Estate Preservation - What will your legacy look like?

Oysters Guide to Estate Preservation

Building financial wealth.  Six tried and trusted principles to help you reach your investment goals.

Oysters Guide to Building Financial Wealth

Navigating the cost of living crisis.  How you can keep the cost of bills down while inflation is high

Navigating the cost of living crisis

SO45 Charity golf day 10th year.  Can we reach our goal of 100k in our tenth year?

SO45 Charity Golf Day 10th Year

Fed up with you nine-five? Sixty is the most popular age to retire.   We know you’ll have different priorities for your wealth at different points in your life. Whatever your financial aims, we can help you achieve them.

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Some changes you can predict, while others you simply cannot.  But that doesn't mean you can't have a plan in place to help mitigate the impacts and protect your wealth, should something change in your life, like your career, your health or even your fami

Guide to Financial Protection

A Guide to smoothing out financial market volatility image

A Guide to smoothing out financial market volatility

Invest your way out of inflation - Why now is the time to make sure that you protect your wealth

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Save Now Buy Later - Getting on the property ladder

Save Now Buy Later

2021/22 tax year-end planning

2021/22 Tax Year-end planning

Michael Osman 25 years as a financial adviser

25 years as a financial adviser

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The State Pension image

The State Pension

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Oyster Budget 2021 Summary image

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Cheque Presentation to The Waterside Cancer Centre image

Cheque Presentation to The Waterside Cancer Centre

SO45 CHARITY GOLF DAY - Wessex Cancer Trust image

SO45 CHARITY GOLF DAY - Wessex Cancer Trust

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