Financial Newsletters
These newsletters are intended to bring a few key topical issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in more depth, please contact us.
Please note: We may not necessarily advise on all the topics in each newsletter, but thought they may be of interest to you.
“Timing can matter when you retire”
There are many factors to consider when deciding the best time of year to retire and what you can do to boost your pension. There could even be tax advantages
to retiring before the financial year ends.
“Changes to the Pensions Lifetime Allowance!”
The LTA is the maximum amount of tax relievable pension savings an individual can benefit from over the course of their lifetime. LTA charges have been removed and the LTA will be fully abolished in the next tax year.
“Annuities have become attractive”
The Bank of England base rate rising sharply over the last year have impacted on annuity rates and according to Canada Life, annuity rates have hit a 14 year high making annuities much more popular.
