Approx. 5 mins read time

Smart Money Newsletter May/June

Welcome to our latest edition. As we enter another new phase in the coronavirus (COVID-19) pandemic, each UK nation has set out a roadmap out of lockdown. A positive sign that we can hopefully start to get back on track both financially and emotionally. 

It’s always a good time to consider financial planning, but even more so at the start of a new tax year, when you have a fresh set of annual allowances to take advantage of. Tax rules and regulations continually change so it’s important to stay up-to-date. 

In this issue we look at: 

  • Boost your pension savings
  • Will your pension run out early? 
  • A new tax year, a new start for your finances
  • Retirement options
  • Grandparents, grandchildren and money
  • Sustainability matters
  • Getting financial help during the pandemic
  • Minimum pension age to increase
  • Step towards a better financial future
  • Conscientious investor
  • Answers to the myths about your pension
  • Discovering the emotional benefits of financial advice
  • Live the life you want
  • The golden years?
  • Funding your child’s future lifestyle!
  • Unlocking property wealth
  • Succession planning
  • Peace of mind that you’re on the right track
  • Post-work income
  • Budget 2021
  • Generation Xers chronically under-saving
  • Pension lifetime allowance

If you would like to discuss any of the following topics, please do get in touch

Download Now

Speak to our advisers now