Insights & News

Autumn Budget 2024: How could Pensions and Taxes be affected?

With Labour in government and the Autumn Budget approaching, potential changes to pensions, inheritance tax, and capital gains tax are on the horizon. Discover how these changes could impact your financial planning, tax reliefs, and retirement savings.

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Going for Gold: Choosing a Financial Plan

Like the very best Olympic teams, the best financial planning firms combine years of experience, qualifications and performance outcomes, to benefit you.

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Football Goals, Financial Goals

The parallels between football goals and financial goals. At first glance, these may seem worlds apart, but a closer look reveals striking similarities.

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Do high earners need financial advice?

Even if you are earning what most would consider a “high salary”, you can still find yourself under financial pressure.

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Why take financial advice?

We will search the entire market on your behalf to find the best financial products for your specific needs, circumstances, and priorities.

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Will new changes to final salary pensions affect you?

The pension Lifetime Allowance (LTA) was abolished on 6 April 2024. If you are thinking, “this change doesn’t affect me, my pension isn’t worth £1mn”, you could be mistaken. Even if your pension is not over the £1,073,100 threshold, this change may still affect you.

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Tax Refunds

The Government, like them or loathe them, offers a number of ways to reduce tax and collect rebates.

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Preparing for a Longer Retirement

I’ve mentioned in previous articles that we no longer refer to ‘threescore and ten’ (70 years old) as an average lifespan. The UK has over 11m people aged 65+, and over 500,000 aged 90+.

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Choose, don't Settle

Are you living the life you want, or have you settled for what you have? This time of year, 'New Year's Resolutions' are in full swing - people look at their lives and focus on the improvements they want to make. Sometimes, they can start instantly and work on them over time, like starting a hobby or stopping a habit. Sometimes, however, choices for the long-term require long-term planning.

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