Moore Kingston Smith Financial Advisers: Winter 2021 Bulletin

16 December 2021 / Insight posted in Newsletter

As 2021 draws to an end, we’ve all been looking forward to a more festive season with loved ones than last year. The new year will soon be upon us, which is traditionally a good time to make sure your finances are in order, especially with more uncertainty ahead of us.

As there won’t be a spring Budget in 2022, we can plan more confidently without worrying about what could be sprung on us in April. The articles covered in this Winter Bulletin include:

  • Are you holding too much cash?
  • Set the clock for year-end planning
  • The cost of retirement: setting your own standard
  • Social Care plans for England: not all they seem
  • Christmas gifts that keep on giving
  • Taking your pension lump sum?
  • Keeping up with powers of attorney
  • Going green on bonds and gilts
  • News Round Up

While the Chancellor has committed to taxes going down by the end of the parliament, from April they are most definitely going up, so our feature article looks at the best ways to make sure you are in a good position for the new tax year.

Read the bulletin

If there are any topics you’d like to discuss please get in touch with our Chartered Financial Planners.

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