Quarterly Financial Bulletin – Summer 2021

In our third quarterly bulletin of 2021 we cover a range of financial topics to keep you informed.

As the country emerges from lockdown, an increasing sense of optimism seems to have filled the air with a much more familiar feel returning this summer. And there’s plenty to look forward to over the coming months, with a host of major sporting events including the Olympics to excite and enthral us, audiences returning to theatres and concert halls across the land, and the rearranged Chelsea Flower Show set to extend summer into late September.

In this quarter’s edition of the financial bulletin, we begin by looking at some of the reasons we can be optimistic on economic growth.

With more people planning to work from home long term as a result of the pandemic, we then look at how Covid is changing the way we invest.

We discuss the cost of Private Education and how you can fund this need.

Finally we look at Inheritance tax, how the amount the younger generation will receive will possibly be a higher amount as a percentage of their total lifetime income compared to older generations, and the risk of additional taxation.

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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