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Keeping you informed with news, updates and other useful financial information.
The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die. Sorting out your finances early will help the people left behind when you die.
Whatever stage of life you’ve reached and whatever plans you may have for the future, you want your
money to earn the best return possible without taking undue risk. That’s why it’s important to invest in a
way that’s right for you and that will meet your goals.
Putting in place a comprehensive financial plan and keeping it updated will be amongst the most important decisions you ever make. It should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life and wellbeing.
I tend to have an upbeat, positive approach to life. Even when things are tough-going ‘accentuating the positive’ is my preferred approach. Here I share with you some of the tangible positives that I have been working on with clients in the first few months of 2021
The terrifying daily death tolls resulting from the coronavirus (COVID-19) pandemic outbreak may be causing many of us to think about our own mortality, particularly if we’re responsible for a family or business loans. Suddenly we’re having to think about things we haven’t thought about before – including the unthinkable.
At the start of every year we have great intentions, as financial promises are renewed. Getting our financial life in order will be a top priority for many as we enter 2021.
By the time we have been working for a decade or two, it is not uncommon to have accumulated multiple pension plans.
You can put as much as you want into your pension, but there are annual and lifetime limits on how much tax relief you get on your pension contributions.
Whether it’s termed ethical, responsible or sustainable investing, the aim is generally the same. It’s investing your money in businesses which have some intention of making the world a better place.
The future may seem far away, but you need to start planning early. Regardless of your goals, there are things you can do to increase your chances of success!
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Crane Williams Ltd is an Appointed Representative of New Leaf Distribution Ltd. who are authorised and regulated by the Financial Conduct Authority. Number 460421. New Leaf Head Office: First Floor Princess Caroline House 1 High Street Southend on Sea Essex SS1 1JE. Co registration Number 5520001.
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance.
Commercial lending and most buy to let arrangements are not regulated by the FCA. It is important to note your home is at risk if you fail to keep up payments on your mortgage or any other loans secured against it.
© Crane Williams 2022