Monthly Archives: November 2020

Planning for succession

Posted on November 2, 2020 by - Uncategorized

How you will “slice up your wealth pie?”

There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning. There are three places your assets can go at your death: to your family and friends, to charity or to the government in the form of taxes.

(more…)

Winter Economy Plan highlights

Posted on November 2, 2020 by - Uncategorized

What you need to know about the Chancellor’s announcement

At the end of September, Chancellor Rishi Sunak announced a new Winter Economy Plan, with new measures to support businesses and individuals through the economic impact of the coronavirus pandemic, as well as extensions of current measures.

(more…)

Financial action plan

Posted on November 2, 2020 by - Uncategorized

10 steps to help you build a better financial future

In these uncertain times, it can help to focus on the things you can control. And working out what your money’s doing for you now and where it might come from in the future can give you real peace of mind.

(more…)

Grow your money

Posted on November 2, 2020 by - Uncategorized

Invest in a better future

Retirement planning is one of the most important investments you can make towards your retirement, to ensure you experience the quality of life you want in later years. But millions of retirement savers are unaware that they are sitting on a powerful weapon that could be used to fight climate change and other environmental problems – their pension pot.

(more…)

Investing principles

Posted on November 2, 2020 by - Uncategorized

Focus on what you can control

The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and investments, making it clear that financial security is more important than ever to our overall well-being.

(more…)