Welcome to our Summer 2022 newsletter
Once again, we have sought to address topical issues that are likely to be of interest to you
Included in this edition are: Come retirement, you reap what you sow - people typically leave retirement planning too late; When in (financial) doubt – talk it out! - Discussing financial matters can help; Don’t give up your protection policy - times of financial difficulty are exactly when we need it; Know your pension numbers - it can be hard to put your pension first; Good to know - JISA to adult ISA transition period - For people looking to put money aside for their children or grandchildren; Sandwich generation: how are you? - time to put yourself first for a change?; At your fingertips - IHT refresh - IHT receipts are increasing.
Please download our Summer 2022 newsletter.