What’s niggling you about your money, and who do you ask?
13 November 2024Attitudes and approaches to money are as varied as the people that own the funds. Some check and examine their financial planning on a regular basis, others less so.
Attitudes and approaches to money are as varied as the people that own the funds. Some check and examine their financial planning on a regular basis, others less so.
From 6 April 2027 most unused pension funds and death benefits will be included within the value of a person’s estate for Inheritance Tax purposes
Following Labour’s estimates of a £22bn shortfall in the UK’s finances, the estimated tax raise was £40bn in this Budget (the highest since the 1970s), so changes were expected in order to raise revenues.
Many providers, indeed, it seems the majority, continue to review their product lines, both past and present, to ensure that these continue to offer value.
At the moment for a full entitlement to the new State Pension, which is £11,502 pa (paid gross, but taxable).
The middle of 2024 has been momentous, both in terms of politics and sport, in the UK and in Europe.
A contact approached me some time back to look at her financial planning on a pro-bono basis as personal finances were a little tight and she wanted to consider her options.
There are many things that as individuals we might want to set as goals or ambitions, and these vary over time as we move through our life phases and junctions.