GET READY TO BEAT
THE ISA DEADLINE
Time to give your financial
future a boost?
ADULT SOCIAL CARE
CHARGING REFORM
What will the government’s proposals
mean for the social care system?
IT MAY BE TIME TO
INVEST YOUR CASH
Is your wealth protected from
the damaging e!ects of inflation?
NEW YEAR’S TAX
SAVING RESOLUTIONS
Make full use of your relevant tax planning opportunities
JANUARY/FEBRUARY 2022
Inside
this issue
JANUARY/FEBRUARY 2022
The content of the articles featured in this publication is for your general information and use only and is not intended
to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to
be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can
be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in
the future. No individual or company should act upon such information without receiving appropriate professional advice
after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts
or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent
Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the
individual circumstances of the investor. The value of your investments can go down as well as up and you may get back
less than you invested. Past performance is not a reliable indicator of future results.
C O N T E N T S
04
CREATE A BETTER WORLD
TO LIVE AND RETIRE IN
Pension investments to harness a more
sustainable planet
05
TIME TO BRING YOUR
PENSIONS TOGETHER?
3.6 million Britons have lost track of their
pension savings
06
IMPROVE YOUR FINANCIAL LIFE
Setting a financial New Year’s resolution
you’ll actually keep
08
BEYOND PROFIT
How green is your pension?
09
GET READY TO BEAT THE ISA DEADLINE
Time to give