Wealth planning newsletters

On 22 November 2023, Jeremy Hunt delivered the ‘Autumn Statement for Growth’. Against an improving economic backdrop, the Chancellor is keen to stimulate economic growth and highlighted 110 measures for businesses. In addition, there were significant statements relating to National Insurance changes and also the reform of work-related state benefits.

How many people have lost money trying to ʻplayʼ the markets?

Why attractive bank interest rates might not be all they seem. For the first time in 15 years UK savers can now park their money with a high street bank and earn circa 5% interest.

Taxing Times, time for a tax health check. Don't miss the SA deadline. Use your tax-efficient allowance or lose it forever! No 'one-size-fits-all' protection solution, helping you feel confident your family's finances are secure.

What the Autumn Statement means for individuals and businesses. On 17 November 2022, the government undertook the third fiscal statement in as many months, against a backdrop of rising inflation and economic recession. The Chancellor laid out three core priorities of stability, growth and public services. The government sought a balanced path to support the economy and return to growth, partially through public spending restraint and partially through tax rises. 

In this issue: Don't abandon pension contributions as prices rise. Spotting an Investment scam Investing for positive change Passing wealth down through the generations

In this issue: Putting life on hold, Cost of living crisis delays homeownership, having children and retirement. Inheritance tax receipts reach £6.1BN, Cash may not be king, Navigating the higher rate tax freeze

In this issue: How to invest your money and avoid costly mistakes. How to benefit from tax reliefs in the current financial year. What really important retirement questions should you be asking? 3 tips to maintain your financial wellbeing.

In this issue Passing on wealth to the next generation Tax uncertain times Gender pension gap widens Future Wealth

Invest your way out of Inflation Why now is the time to make sure you protect your wealth

NEW YEAR’S TAX SAVING RESOLUTIONS. Make full use of your relevant tax planning opportunities