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.
Welcome to your latest editions of Chiltern Money Matters and our Specialist Guides.
A return to how life was at the start of 2020 is some way off. Even now that lockdown restrictions are starting to be eased, coronavirus (COVID-19) will continue to affect our lives in many ways.
Whether you have earned your wealth, inherited it or made shrewd investments, you will want to ensure that as little of it as possible ends up in the hands of the taxman and that it can be enjoyed by you, your family and your intended beneficiaries.
The COVID-19 pandemic has had a dramatic effect on the global economy. Around the world, economic activity has dried up. Fewer consumers are buying and fewer companies are investing. But if you take the view that inflation will start to go up in the long term, we look at why it is worth considering whether your savings and investments could be affected. After all, you need your investments, and the income from them, to keep pace with inflation to maintain the value of your buying power.
There are lots of variables in retirement: how long people will live for, the costs of goods and services they will need, interest rates available on their accumulated savings, and so on. But once you have retired, investing is anything but straightforward. We discuss how to avoid having insufficient income to pay your projected retirement expenses.
Sharper focus on money
The coronavirus crisis has drastically changed all aspects of life as we know it, but it has also brought a sharper focus on money, particularly on how prepared we are to weather unexpected financial events. We hope you find this issue useful, and if you require any further help or guidance, please do not hesitate to contact us.
Also in this issue we have included three informative guides that focus on the Effects of COVID-19 on Retirement Planning, Securing your Financial Future and ESG Investing. Plus Chiltern have launched our "Its all about Protection" digital campaign, check out details on this on our website.
We hope you find these guides of interest and 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 email@example.com
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