2021/2022 Tax Year-End Planning
Protect yourself, your family and your future
Inheritance Tax
What will your legacy look like?
Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even your future grandchildren, so it’s important to start planning early.
Protection matters
Preparing for the unexpected as part of your financial plan
When you think of financial planning, pensions and savings will spring to mind. But, whilst often overlooked, protection should be a core part of your financial plan.
Recognising a scam
Scammers present themselves as an authority you can trust
If it seems too good to be true, then it probably is. Every year, millions of people are targeted by scammers. There are many different types of scam, however they all share one thing in common; they are all dishonest ways for people to make money, using deception to trick people into handing over hard-earned cash.
Cash flow is king
Making sure you don’t run out of money before you run out of life
Christmas gifting
How to make gifts to a charity, family and friends
Festive gifts that teach children the value of money
Why parents should look to Christmas investment gifts instead of toys
Have you thought about gifting your children or grandchildren something different this year? Giving them a good start in life by making investments into their future can make all the difference in today’s more complex world.
ISA returns of the year
Use it or lose it! Don’t miss out on this year’s tax-efficient opportunity
You have a £20,000 ISA allowance to use by 5 April 2022. We’ve answered some typical questions we get asked about how best to use the ISA allowance to help make the most of the opportunities as this tax year draws to a close.
A fundamental part of a sound financial plan
Are you protecting what matters most against the financial impact of a life-changing event?
Are you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic number of deaths. The pandemic has made many of us realise the importance of having life insurance as a fundamental part of a sound financial plan.