Monthly Archives: December 2020


December 2020

Protect your family’s future through estate planning

By |2020-12-17T14:52:03+00:00December 17th, 2020|Uncategorised|

One way of ensuring that your loved ones receive assets is to pass them over while you’re still alive. However, this needs careful thought as you may not want to relinquish control and you need to make sure you keep enough yourself to live off – a difficult balancing act. The first stage As a [...]

2020/21 – Know your numbers

By |2020-12-17T14:21:20+00:00December 17th, 2020|Uncategorised|

Here are a few figures worth knowing in 2020–21 to help maximise your tax  allowances and exemptions: Personal taxation The National Insurance threshold is £9,500 and the Personal Allowance remains the same as last year, at £12,500. Pensions The Annual Allowance for pensions is £40,000 and begins to taper (to a minimum of £4,000) for [...]

COVID 19 – the Ultimate financial stress test

By |2020-12-01T12:30:01+00:00December 1st, 2020|Uncategorised|

Coronavirus has affected  every aspect of our lives,  particularly our financial  stability. The crisis has acted  as a stress test for the nation’s  finances, highlighting the fragility of many people’s financial safety nets. It has compelled individuals to take a closer look at their finances to see how they can reduce their expenses and become [...]

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