The January / February 2023 newsletter bundle is out and here is a quick round up of what to expect.

Taxing Times

Time for a tax health check?

Here are just a few of the topics covered in this 28 page edition:

  • Millennials willing to forgo inheritance
  • Chancellor retains state pension triple lock
  • Phased retirement
  • No ‘One-Sized-Fits-All’ protection solution
  • What sort of lifestyle will you be able to afford
  • Insurance that works while you can’t
  • Menopause in the workplace

Guide To Maximising Or Even Avoiding Capital Gains Tax Liabilities

Getting advice early and planning ahead before you sell an asset.

Following the Autumn Statement in 2022, the CGT personal allowance is due to be halved in April 2023 to £6,000 and then halved again in April 2024 to £3,000.

In this guide we take a look at:

  • Using your CGT exemption
  • Making use of losses
  • Transferring assets to your spouse or registered civil partner
  • Investing in an ISA
  • Contributing to a pension
  • Giving shares to charity
  • and more…

Need professional CGT advice? To book an appt click here

Guide To Revisiting Your Financial Plan In 2023

Is it time to give your financial plans an overhaul?

This 34 page guide tackles a range of subjects including:

  • Planning for the rising cost of living
  • Understanding the inflationary impact on finances
  • Building an effective long-term strategy
  • Financial resilience
  • Managing your estate and assets
  • and more…

Guide To Individual Savings Accounts

An ISA is a tax-efficient way to invest because your money is shielded from Income Tax, tax on dividends and Capital Gains Tax.

To find out more, download the guide.

Get In Touch

Could your money work harder for you?
Book your FREE Financial Review today: