Quarterly Financial Bulletin – Winter 2021

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

Over the past year, our vulnerabilities have been starkly exposed by coronavirus, and the pandemic continues to present an array of challenges on many different levels. Economic frailties have also been laid bare but, as we enter a new year, shoots of optimism are beginning to emerge, with rising hopes of recovery in 2021 and beyond. In the current climate, there is uncertainty in all our lives with both health and financial concerns.

In this quarter’s edition of the financial bulletin, we begin by looking at the glimmers of hope for the New Year, and some reasons to be cheerful.

Inheritance Tax receipts have fallen since 2009, so this bulletin reminds us of the basic rules you need to be aware of to keep you informed.

As the State Pension Age rose in October 2020 to 66 and is set to rise further in 2028 we run through some of the details and how to find out more information. 

Finally we discuss the impact the pandemic has had on Generation Z and the older generation, and what some grandparents are doing to help. 

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 Winter 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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