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HomeNews2021January

2021 January

  • Year-end tax guide 2020/21

    • 21st January 2021
    • Posted by: shayne
    • Category: Year End Tax Guide
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    How to use this guide After a year like 2020, you might be forgiven for not paying much attention to organising your finances, but there’s still time to arrange your affairs as efficiently as possible before the start of the new tax year on 6 April 2021. It’s important to consider this from every angle:

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  • Wealth Knowledge – January 2021

    • 8th January 2021
    • Posted by: shayne
    • Category: Wealth Knowledge
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    IFS: ‘People born in the 1980s face long wait for inheritance’ The average person in their 30s and early 40s faces a wait until they are 64 to inherit their parents’ wealth, according to the Institute of Fiscal Studies (IFS).  The average age of those losing their last surviving parent is tipped to rise from

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  • Is it time to invest in bonds?

    • 7th January 2021
    • Posted by: shayne
    • Category: Investment
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    What role should bonds have in your portfolio? Last year was one of those years when investors looked nervously at their portfolios. As the coronavirus pandemic raged, markets tumbled. Even as news of vaccines brought strong rallies, it wasn’t for the faint-hearted.  Meanwhile, already meagre interest rates and inflation were driven to new lows, while

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  • Protection for you and your family

    • 6th January 2021
    • Posted by: shayne
    • Category: Insurance
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    Insuring with the short-term and long-term in mind. Most people dream of living a long life with their spouse or civil partner in a home they love, with secure finances and children and grandchildren nearby.  For some people, life goes exactly to plan until they reach a ripe old age with everything in place. But

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