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HomeNews2023September

2023 September

  • Will you make the right decisions around your pension pot?

    • 8th September 2023
    • Posted by: shayne
    • Category: News, Pension
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    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 over 55 who intend to leave their tax-free lump sum

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  • Preserving wealth for future generations

    • 7th September 2023
    • Posted by: shayne
    • Category: Estate Planning
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    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 pay it, IHT can be emotionally

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  • Key traits for successful wealth-building

    • 6th September 2023
    • Posted by: shayne
    • Category: Wealth Knowledge
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    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 develop an investment strategy tailored

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