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Strategies to minimise retirement tax

any pensioners may face a lurking tax risk as the State Pension grows Many pensioners may face a potential tax pitfall as the State Pension escalates and Income Tax bands remain fixed. Pensioners are set to see a substantial increase in their income next year. The State Pension is projected to rise by 8.5% in […]

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Taxing times for 2023

A year marked by several tax changes that impacted higher-rate taxpayers As we approach the end of the year, taxpayers should begin assessing their tax obligations. This is not a task to be left to the eleventh hour, especially considering tax changes coming into effect in 2024. This is also particularly true for 2023, a […]

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A timely proposition

Considering gilts for your investment portfolio? High-interest rates make gilts an attractive option for some investors, especially higher-rate taxpayers who benefit from the tax exemption from capital gains. What exactly are gilts? These UK government bonds, or debt securities, are issued to finance public expenditure. Their appeal lies in their low-risk nature and guaranteed income. […]

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Building a reliable income stream for your golden years

Building a reliable income stream for your golden years Make sure you maximise your retirement income through annuity shopping When it comes to using your pension pot, buying an annuity is one option that provides a regular and guaranteed retirement income for either your lifetime or a fixed term. However, it’s important to note that […]

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Will you make the right decisions around your pension pot?

Will you make the right decisions around your pension pot? Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax year in March’s Spring Budget 2023 has made defined contribution pensions even more appealing for wealth transfer. This benefits individuals […]

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Preserving wealth for future generations

Preserving wealth for future generations Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted to approximately £7.09 billion British pounds in 2022/23, compared with £6.05 billion in the previous financial year[1].   For individuals and families who have to […]

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Key traits for successful wealth-building

Key traits for successful wealth-building Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you have a plan, you are more likely to stay focused on your objectives and take the necessary steps to reach them. Planning allows you to […]

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Getting retirement ready

A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. Let us assist you in navigating this crucial life milestone.

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