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.
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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
Invest today. Change tomorrow
Tax planning reimagined
Identifying the best options to preserve your wealth
Planning your financial future, and how to get there
Reduce your Inheritance Tax bill
10 ways to protect your estate for your loved ones
Planning ahead for your financial future together
How to ensure your money is protected from rising inflation
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
Protection for you and your loved ones
How much is the State Pension?
Understanding what you’ll receive and when
Financial support to younger members as a direct result of the pandemic
Life events that professional financial advice can help you navigate
Are you giving yourself the best chance of success?
Funding long-term care
How much will it cost to enjoy life in later years?
Time to widen your range of investment choices?
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
25th July 2022