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18 January, 2022

E Smart Money January/February 2022

E SmartMoney - New Year's Tax Saving Resolutions

Welcome to our latest edition of E SmartMoney, Walden Capital's periodic review of timely financial planning matters.

If it isn't too late to do so in mid January, we wish you all a very Happy New Year in 2022 - the year that (hopefully) COVID finally lets go.

As of the date of writing this, Omicron is on the wane, having been bigger but less dangerous than all previous COVID waves, and life is getting back to some sense of normality for most of us.  For those who have other health issues, keeping safe is still very much a priority, and we are still often wearing masks to protect those more at risk.

For many of us the New Year is a time to take stock, and do that planning we've been putting off, whether it's check that your pensions are on track to meet your retirement goals, or use up your ISA allowances before its too late, there are a plethora of opportunities available to ensure that your financial plans are fit for the purpose of ensuring long term financial security for you and your family.

Along with highlighting planning opportunities, this year may be the year of sustainable investment, and Walden Capital is making moves towards building portfolios that match our excellent performance credentials, and do so whilst positive engaging with the debate about global warming, and sustainability.

Please have a read, and do get in touch if any of the planning ideas resonate with you.

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by John Stirling


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