Quarterly Financial Bulletin – Spring 2020

In our second quarterly bulletin of 2020 we cover a range of financial topics to keep you informed.

In the current climate, there is uncertainty in all our lives with both health and financial concerns. However, while we are all understandably focusing on the here and now, it might be worth using this time to take a step back and review your long-term financial well-being as well. This newsletter takes a look at some of the areas you might want to consider. Of course, we are on hand to support you through any challenges ahead.

In this quarter’s edition of the financial bulletin, we begin by discussing transferring of wealth to new generations. The next 30 years are expected to witness the largest ever intergenerational passing of wealth as baby boomers, pass wealth to their heirs. We discuss how this subject should be broached.

It might seem like a long time ago now but we will summarise the key points from the Spring budget.

We look at women and pensions and the continuing disparity in levels of pension savings compared to men.

As stock markets around the world suffer a major period of volatility, we run through what you need to focus on as an investor in these uncertain times. 

Finally we look at economic performance around the world at the end of 2019. 

As always – if you wish to discuss any of the areas within our newsletter, or your wider financial planning then do let us know.

Click below to download the Spring Edition of the Quarterly Financial Bulletin

 

It is important to take professional advice before making any decision relating to your personal finances. Information within this newsletter is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only.

Speak with our Financial Planners today

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