Daniel Grainge LLB (Hons) FCA CTA
- Partner and Head of Tax
- +44 (0)330 124 1399
- Email Daniel[email protected]
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We have a long history guiding private individuals and their families through times of prosperity, conflict and economic downturns. Never in recent history, however, have we seen such turbulent times, with the reshaping of our relationship with Europe and a resurgent global pandemic. This report summarises how many people are currently reflecting on their personal circumstances and their plans for the future.
There’s no better time to plan for the future than in uncertain times. The effects of COVID-19 on our lives and on the global economy are outside our control. So, it makes sense to focus on what you can do to minimise uncertainty and risk in achieving your personal financial goals.
Our research shows that many of us, whether working hard to accumulate wealth for family and retirement, or enjoying the fruits of our labours in retirement, remain optimistic about our finances. However, our research has also shown that without effective planning and preparation, that optimism can be misplaced.
Although most respondents feel confident that their financial affairs are in order, only a third think they will have enough funds in retirement to achieve their plans. Whether managing your approach to your savings and investments, your retirement funding, or your health, it really does pay to think ahead.
This report aims to draw some key messages from the experience and views of 1,022 people that can help you shape some key priorities for action, along with guidance from our tax, financial planning and legal experts.
Topics covered in the full report include:
It also features an article summarising the top 10 personal finance actions you should take.
To download the full copy of Planning for your future: Financial clarity in an uncertain world, please click here. The topics covered in the report were explored in our recorded webinars.
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