Money Matters 2024

The latest editions of our Money Matters guides are now available to download below. Providing topical commentary on all aspects of financial planning, these guides are intended to bring a few important issues to your attention.

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Money Matters: Mar/Apr 2024 Editions 

Welcome to our latest issue. As we approach the end of the current tax year on 5 April 2024, it's an opportune moment to examine both your personal and business finances to ensure they are structured to optimise your tax efficiency. Despite the ongoing freeze on many tax rates and thresholds, numerous strategies remain for efficiently organising your financial matters. 

Investment scams are a rising concern, promising potential investors the allure of making a significant amount of money swiftly and effortlessly. These scams often involve minimal to no risk investments in various areas such as financial markets, property, cryptocurrencies, and precious metals and coins. we see how these schemes often masquerade as legitimate investments.

Once a concern only for the very affluent, Inheritance Tax (IHT) is now an issue for many ordinary families, who may find themselves handing over an unprecedented portion of their estates to the taxman. The Office for Budget Responsibility anticipates that IHT will bring in £7.2 billion in the fiscal year 2023/24. 

Your goals are unique to you and important to us. We don’t just look at the numbers; we create a plan tailored to your unique needs and ambitions and focus on what’s important to you and your loved ones. We hope you enjoy reading this issue.

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Money Matters Mar/Apr 2024 Guide to Navigating Retirement Planning Guide to Successful Investing Guide to Protecting Your Family