The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If…
The announcement of the new UK ISA marks 25 years of tax-efficient savings
Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient…
More retirees may need to consider tax liability as State Pension nears the Personal Allowance
Pensioners have benefited from an 8.5% increase in the State Pension. While the boost is likely to be welcomed by…
Running out of money tops retirement concerns, but financial planning could bring peace of mind
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top…
What you need to know about taking your pension tax-free lump sum in 2024/25
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s…
Retirement planning: Bringing together your goals and finances
Effective retirement planning often involves weaving together lots of different threads. As you think about your retirement, you might be…
Investment market update: February 2024
While many economies are still struggling with high inflation there are signs that the pace is starting to slow, which…
Have you overlooked speaking to your beneficiaries as part of your estate plan?
You may already have your estate in order and have written your will accordingly, but have you overlooked the value…
A worrying 2 in 5 wealthy individuals have fallen victim to a financial scam
A recent survey reported by Professional Adviser revealed that 2 in 5 wealthy individuals have been the victim of financial…
More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
More than 1 million investors will be hit with a Dividend Tax bill for the first time in the 2024/25…