As the tax year-end approaches, it’s a great time to review your finances, make the most of any remaining allowances, and plan for the year ahead. To help you get started, here’s a checklist covering key areas for individuals, families, and small business owners.
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Over the years, a number of notable trends, such as increased longevity and individuals taking on greater responsibility for their pension provision, have clearly altered the retirement landscape significantly. Now, new trends look set to further change the face of retirement, adding complexity to the retirement planning process and making early planning ever more essential.
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Recent reports suggest that the wealth of high-net-worth individuals (HNWIs) grew by 4.7% in 2023, with the HNWI population increasing by 5.1% to 22.8 million globally*. This growing population has distinct financial needs that are evolving alongside economic conditions, market trends, and technological advances. As these individuals' wealth grows, so do their priorities when it comes to managing that wealth.
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Life rarely follows a predictable path, and major events such as getting married, having children, buying a home, or even facing the possibility of divorce can have significant impacts on your financial health.
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Several reports have hit the headlines recently with a consistent message: if you want a comfortable retirement, you should plan early and be flexible.
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Navigating the complexities of tax can be daunting for small business owners, but optimising your tax strategy is crucial for protecting your profits.
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Planning for retirement is essential to secure the future you envision. With the ever-changing economic landscape and personal dreams for a fulfilling life post-work, understanding and preparing for the costs and strategies involved is more important than ever.
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Established by the government in 1995, VCTs provide capital to entrepreneurial ventures, often resulting in significant economic growth and innovation. Investors in VCTs can benefit from various tax incentives, making these trusts an attractive option for those willing to accept higher risk for potentially higher rewards.
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If you want to avoid delaying your retirement for financial reasons, now is the time to take action and ensure your pensions are on track. With the help of an adviser, you can work out your retirement goals and how best to reach them. Here are some of the key considerations.
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Pensions are essential to your financial future, with precious tax relief on contributions, especially for higher rate or additional rate taxpayers.
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