Markets, and market conditions change over time and having a house view, prepared and reviewed by our Investment Committee on a regular basis, is important to allow us to provide clients with advice and guidance when making investment decisions.
Happy new tax year for Saturday 06 April 2024!
With Easter falling early this year, we hope that you enjoy the long weekend where you can.
Although the HMRC Lifetime Allowance (LTA) has been ‘abolished’ in the new tax year 2024/2025, there are still some significant restrictions that have carried over.
Annual Budget announcements are often not exciting, or indeed interesting to some.
Inheritance tax applied to an estate is usually an emotive topic.
Contracting out of SERPs was introduced in the late 80’s (1988) and was popular for many years, with this option ending in April 2016.
The issue of providing for the potential need for long-term care, whilst also looking at ways to reduce the effects of inheritance tax.
During 2023 we saw an elevated level of changes being made to some individual investment funds, via mergers, closures and changes in fund investment mandates.