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Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
The gains you can make before potentially paying Capital Gains Tax (CGT) have halved for the 2024/25 tax year. If you plan to dispose of assets, the change could affect you. Read on to find [...]
The announcement of the new UK ISA marks 25 years of tax-efficient savings
Since they were introduced in 1999, ISAs have become a finance staple for many households thanks to providing a tax-efficient way to save and invest. As ISAs turn 25, chancellor Jeremy Hunt unveiled plans to [...]
Running out of money tops retirement concerns, but financial planning could bring peace of mind
If you’re concerned about running out of money during retirement, you’re not alone. In fact, it’s one of the top financial concerns in the UK. Being proactive and working with a financial planner to create [...]
What you need to know about taking your pension tax-free lump sum in 2024/25
Taking a tax-free lump sum from your pension could be a fantastic way to kickstart your retirement plans. If it’s something you’re thinking about, it’s important to consider the long-term implications and understand how much [...]
All the winners and losers from the 2024 Spring Budget
With one eye on a forthcoming general election, the chancellor has announced a Budget aimed at generating long-term growth, with “more investment, more jobs, better public services and lower taxes”. While the headlines will inevitably [...]
Your Spring Budget update – the key news from the chancellor’s statement
The 2024/25 tax year is just a month away, and chancellor Jeremy Hunt has delivered his 2024 Spring Budget, outlining the government’s plans for the next fiscal year and beyond. With a general election looming [...]