Our latest financial advice magazine provides a wealth of information on building your own financial plan as well as top tips on your pension if you are about to retire, what's happening post lockdown with inflation, how your pension and goals may have changed post lockdown!
TOP PENSION TIPS IF
YOU’RE ABOUT TO RETIRE
Understanding your options and
putting a plan in place
WHAT’S HAPPENING
WITH INFLATION?
Easing of lockdowns boosts consumer
confidence and unleashes pent-up demand
TIME FOR PENSIONS TO CONTRIBUTE
TOWARDS BUILDING A BETTER WORLD
One in four pension scheme members have never
even heard of net zero
BUILD YOUR OWN
FINANCIAL PLAN
Vision without action is merely a dream
SEPTEMBER/OCTOBER 2021
INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION
AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE
SUBJECT TO CHANGE.
THE VALUE OF INVESTMENTS MAY GO DOWN AS WELL AS UP, AND YOU MAY GET BACK
LESS THAN YOU INVESTED.
Inside
this issue
SEPTEMBER/OCTOBER 2021
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
INHERITANCE TAX
Minimising the impact on your estate
05
MAKING INHERITANCE
GIFTS FROM SURPLUS INCOME