In our fourth and final quarterly bulletin of 2023 we cover a range of financial topics to keep you informed.
Several months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable cheer to higher rate taxpayers. A recent survey has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA) is having on people’s retirement planning strategies.
In our quarterly bulletin this month we begin by looking at the Chancellor’s decision and how it will affect pension savings.
Next we look at succession planning and pitfalls to avoid.
We next run through the Dividend Allowance cuts and implications for investors.
Finally we discuss ‘dog funds’ and how to spot them.
As always – if you wish to discuss any of the areas within our newsletter, or your wider financial planning then do let us know.
Click below to download the Autumn Edition of the Quarterly Financial Bulletin
It is important to take professional advice before making any decision relating to your personal finances. Information within this newsletter is based on our current understanding of taxation and can be subject to change in future. It does not provide individual tailored investment advice and is for guidance only.