Desire Wealth Management

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Welcome to our Summer 2021 newsletter

Once again, we have sought to address topical issues that are likely to be of interest to you

We are pleased to outline the key features which include Reasons to be cheerful - As we emerge from lockdown, stronger than expected economic data is adding to the reasons to be cheerful; Summer may be here but what about the LTA freeze? - The pension Lifetime Allowance has been frozen until April 2026; COVID: Changing the way we invest - the need to consider the implications of these changes when investing; Retirees tempted by ‘risky’ investments - The low interest environment is encouraging retirees to consider riskier pensions and investment products; Saving for private education - requires careful financial planning; ‘Secret accounts’ slow the probate process - People are failing to put their financial affairs in order before they die; Rising inheritances and deficit may hasten IHT change - the deficit caused by the pandemic pointing to unwelcome tax rises.

Please download our Summer 2021 newsletter.

summer-newsletter-2021.pdf 378KB