Monthly Archives: April 2023
How to build a tax-efficient set of investments
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. In general, three forces can undermine your investment returns – fees, inflation and taxes. The first can be mitigated, for instance, […]
Posted in Financial Planning
Watch out of the tax trap on cash savings
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. Have you checked the interest rate on your savings account(s) lately? With easy-access rates now paying over 3%, anyone paying below […]
Posted in Financial Planning
What is the future of the lifetime allowance?
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The lifetime allowance (LTA) was, until recently, a “cap” on the total value that you could hold in your pensions without […]
Posted in Pensions
Get the most from the 2023-24 tax year
This content is for information and inspiration purposes only. It should not be taken as financial or investment advice. To receive personalised, regulated financial advice regarding your affairs please consult an independent financial adviser. The new tax year is now upon us. 2022-23 passed on 5 April 2023 and now, from 6 April, the 2023-24 […]
Posted in Financial Planning