Your Window on Money – Winter Edition 2020

In our Winter 2020 money newsletter we cover a range of investment topics to keep you informed.

 

As we face the new year ahead with great anticipation, thoughts of resolutions, often centred around lifestyle improvements and healthy living, usually feature high on our to-do lists. However January is also a perfect time to take stock and look at your finances.

In this edition of ‘Your window on money’ we run through some of the key areas we feel you should look at when reviewing  your finances. This should start with a good budget. We then suggest looking at the other areas of financial planning that will help you achieve your goals.

Our newsletter discusses the ‘sandwich generation’ and what you can do if this is something that affects you. We also look at pension inequality, the gender pension gap and what you can do about it.

We consider the benefits of being self-employed and the importance of paying into a pension. This is particularly necessary as the self-employed are not eligible for auto-enrolment.

Finally we look at higher education and how you can help fund accommodation costs and tuition fees. 

 

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 here to download the Winter Edition of our Money Newsletter

 

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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