Spring 2021 Newsletter

This quarter we're looking at the lessons we've learnt after a year of lockdown. We've got some financial planning tips for the future and will be examining the 'bridging Budget' in more detail. This issue also covers hot topics, from electric company cars to the intergenerational appeal of ESG investing. Download the full brochure below to read on...



A year after the Covid-19 pandemic took hold, the careful and gradual moves out of lockdown are hopeful. The impact on the economy, both short and long term, is yet to play out, but there are some planning lessons for individuals that we can take from the last year. Some of these will be affected by the spring Budget. Chancellor Rishi Sunak was under pressure to continue pandemic support measures, but has also set out tax freezes to come which will begin to replenish the country’s coffers. Meanwhile, families may well have focused on their financial well-being, including where they choose to invest. With environmental, social and governance (ESG) funds reporting significant increases, we look at how they have become more mainstream in their cross-generational appeal. And for those focusing on retirement, while the state pension increases in line with the triple lock, we look at what £1 million is really worth long term.

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