In our third quarterly bulletin of 2023 we cover a range of financial topics to keep you informed.
Although the global economy continues to face significant headwinds, statistics released during the first few months of the year have revealed unexpected signs of resilience.
In our quarterly bulletin this month we start by looking at the positive data collected during the first few months which indicates a positive change.
Next we look at the term ‘Financial Empowerment’ and what it can mean for someone managing their finances over the long term.
We then focus on Inheritance Tax and in particular the increased figures released by HM Revenue & Customs (HMRC) which shows a large increase in the payment of this tax.
Finally we run through some important changes to Pensions and in particular the Lifetime Allowance.
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 Summer 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.