Financial Focus: Spring 2020

In the Spring 2020 issue of Financial Focus, our wealth management team looks at:

  • Five years of pension flexibility: What are the lessons for those coming up to retirement from half a decade of pensions freedom?
  • Budget 2020 – strange days: Emergency measures dominate, but other changes include the annual pensions allowance charge and entrepreneurs’ relief
  • National Living Wage vs new State Pension: One is growing faster than the other, with implications for pension planning
  • Shifts in the savings landscape: With Help to Buy ISAs now withdrawn, the focus is on the Lifetime ISA option for younger savers
  • Overcoming the gender pensions gap: Women are saving more, but still lag behind
  • Too generous by half: Considerations for intergenerational gifting

You can read Financial Focus by clicking below.

For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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