Happy Christmas
17 December 2024The Christmas season is upon us, and we hope that however you engage with the festive period, you have an enjoyable time.
The Christmas season is upon us, and we hope that however you engage with the festive period, you have an enjoyable time.
Retirement planning, one day in the future you will retirement. Hopefully something that is on your ‘bucket list’ and hopefully planned for, rather than arriving unannounced.
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.