Financial Newsletters
These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.
Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.
“Big changes ahead with how people pay for adult social care in England”
Boris Johnson announced a UK wide "health and social care levy to address the funding crisis in the sector.
From October 2023 - No one starting care in England will be forced to spend more than £86,000 in care costs over their lifetime.
“Responsible investing, a healthier approach for the future”
Environmental and socially responsible investing is becoming increasingly important. It’s great to know your investment choices can make a difference.
“Do you have enough for a rainy day?”
Are you certain you have enough savings to get by in the event of a big life change? Saving up for a rainy day means putting money aside that you can dip into if you need it in an emergency.
“Making wise choices for your loved ones' future”
Many of us want to pass our wealth onto the next generation. But it’s important to make sure your wealth is going to those that matter.
