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Newsletter 2021

Jan 19, 2021

A belated happy new year to all of my clients.

2020 will go down in history as one of our darkest years without a doubt, but there have been some good things to come out of this awful pandemic. The way communities have pulled together and shown that in most we are caring human beings has been heartwarming. How amazing that the worlds leading scientists and pharmaceutical giants have come together and enabled us to be able to start a mass roll out of vaccinations just 11 months after COVID-19 became a global emergency. These are things the world now needs to build on. We can now see a larger light at the end of this tunnel as we all hope for a better 2021. The Wright Financial Company was launched in November and we are now ready for all the challenges that lie ahead. As an adviser I’m lucky enough to have been able to work throughout all the various lockdowns and restrictions and support you all through some tricky and daunting times over the last 12 months. Markets fell rapidly and heavily in February and March and then rallied and rebounded to see a position where most of the Far East and the USA markets are now actually higher than where they were in January 2020. The UK and EU markets are not quite there yet but with the Brexit deal secured and vaccines rolling out there is more confidence in these markets.

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06 Feb, 2024
Happy New Year to you all from The Wright Financial Company!
28 Feb, 2023
The Wright Financial Company would like to wish you all a very Happy New Year.
04 Oct, 2022
In February of this year, I wrote to you to give my take on what was happening in the markets around the world. I am writing to you again today to tell you that I am still firmly standing by my statements I made at that time. I want to update you and hopefully promote calm and patience amongst all of my clients.
02 Nov, 2021
Several hundred doctors could collectively save £11m if they apply for lifetime allowance protection. A Freedom of Information request submitted by Quilter found 413 members of the NHS Pension Scheme who have retired and paid lifetime allowance tax charges could have benefited if they applied for protections.
27 Jul, 2021
Did you know that you could avoid inheritance tax and maximise the pay-out for your loved ones by writing your life insurance in trust?  When taking out life insurance, you’ll want to set it up in such a way that the beneficiaries of your policy do not have to pay tax and that the policy pays out quickly without having to go through probate. Putting your policy into trust is a great way to do this. New policies can be put into trust at onset and existing Life policies can be put into trust at any time during the term of the policy.
17 Nov, 2020
Receiving professional financial advice between 2001 and 2006 resulted in a total boost to wealth (in pensions and financial assets) of £47,706 in 2014/16 • The benefits of financial advice are potentially greater for those we term “just getting by” than for those we consider “affluent” • Fostering an ongoing relationship with a financial advisor leads to better financial outcomes
09 Oct, 2020
From Late February onwards I was sending regular email reports to all clients regarding the Market downturn.
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