We prepared a special edition of our quarterly financial planning newsletter, In Focus, a few weeks ago with a view to publishing it in time for the end of the tax year.

Events overtook us, and it’s certainly the case that what’s happened in recent weeks has had results for the financial markets that few could have foreseen only months ago.


Many people are, or will be, affected by the coronavirus pandemic and its consequences will be felt in many sectors. At Punter Southall Aspire we’re adjusting to this new way of life and you can read more about that, and our resources for businesses and individuals affected by COVID-19, here.

Yet in the midst of the pandemonium in stock markets, there may be some investment opportunities for those in a position to take advantage of them. If that’s the case for you, then why wait until next year to get the best deal from your allowances in 2020-21? By acting now, your savings and investments may well thank you in 12 months’ time, once the coronavirus crisis has (we hope) passed.*

Read the guide

In the meantime we hope you’re staying safe and well, and look forward to seeing many of you in person again soon.

And of course, if there’s anything financial you’d like to discuss with us please get in touch - we’d love to hear from you.

*Bear in mind that the value of investments and any income they generate can go down as well as up, meaning you may not get back what you invest.

Posted by Peter Selby

Topics: Lifestyle, financial planning


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