Money Matters 2021

The latest editions of our Money Matters guides are now available to download below. Providing topical commentary on all aspects of financial planning, these guides are intended to bring a few important issues to your attention.

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Money Matters: Jan/Feb 2022 Editions
 

Welcome to our latest edition. Inside, we look at New Year’s tax saving resolutions to make sure you are fully utilising your relevant tax planning opportunities. With the tax year end (5 April) on the horizon, taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions. We have provided some key tax and financial planning tips to consider prior to the end of the tax year. Now is also the perfect time to take a wider review of your circumstances and plan for the year ahead.

Is it time to give your financial future a boost? Then get ready to beat the ISA deadline. Savers and investors have less than three months to use the £20,000 they can put into their tax-efficient Individual Savings Account (ISA) before the end of the financial year on 5 April. With interest rates still at very low levels, you might be looking at investing for the potential to achieve a bigger return from your savings. 

 The government has set out its vision for the future of adult social care. Inside we explain the new plans announced for adult social care reform in England. This includes a lifetime cap on the amount anyone in England will need to spend on their personal care, alongside a more generous means test for local authority financial support. We all want the best possible long-term care for ourselves or our loved ones. Planning for the long term can help ensure you have sufficient income to pay for any care you, or an elderly relative, might need in later life.

Whether you are clear on your financial priorities or feel you need to be pointed in the right direction, we’ll work with you on your financial plans and help you to realise your wealth and lifestyle ambitions. We hope you enjoy the useful intel and articles in our latest issue. 

If you would like to find out more about a particular subject area, or any other financial related matter, please contact us on 01494 451441 or by email enquiries@chilternconsultancyltd.com
 
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Money Matters Nov/Dec 2021 Guide to Maximising Your Wealth Guide to Setting Financial and Lifestyle Goals Guide to 2021.22 Tax Year End Planning