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Posted on: 09 Nov, 17

Could your money work harder?

We focus on achieving and maintaining a thorough understanding of your financial needs and aspirations.

We believe passionately that the best service is provided through personal, face-to-face advice. Our range of services is extensive, supported by a distinctive approach to investment management, enabling you to create financial plans that can adapt to your changing needs and circumstances.

Inside this issue

Welcome to the final issue for 2017, featuring news, opinion, insights and analysis to help you navigate the complexities of today’s financial world.

Inside this issue, we talk about estate planning, which is an extremely emotional subject as people generally don’t like talking about money or death. On page 12, we comment on new research that shows some people would like to talk about this subject but haven’t found the right time or just don’t know where to start. This is worrying considering Inheritance Tax receipts increased by 22.9% in the first quarter of this tax year, according to data from the Office for National Statistics.

If you’re still working, what kind of life would you like to lead when you’ve said goodbye to the 9-to-5? On page 06, we look at the importance of saving for retirement and how to turbocharge your pension if you want the financial freedom to enjoy your later years. After all, you’ll still want to do all the things you love now – and probably a few others too.

As part of Budget 2017, Chancellor Philip Hammond announced an extra £2 billion of funding for social care and paved the way for major changes to how people pay for it. But people in the UK are still underestimating the cost of elderly care every year, according to new research. Turn to page 08 to read the full article.

The full list of the articles featured in this issue appears on pages 03 and 04.

To ensure your wealth is working for you or to discuss any of the articles featured inside this issue, please contact us.

Download the PDF to see the full document.

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