Your Money – May/June Edition

It is our great pleasure to provide you with this edition of our bi-monthly magazine Your Money, providing informed insight that extends across both the financial planning and tax calendar as we enter a very important time of the year.

Since 6 April, when Britain’s pension system underwent a seismic change (known as ‘pensions freedom day’), we’ve been asked many different questions by our clients about the breadth of the reforms and how they may affect them. On page 06, we provide answers to our top ten most frequently asked questions.

In his final Budget speech to parliament on 18 March, the Chancellor of the Exchequer, George Osborne, announced that Britain was ‘walking tall again’ after five years of austerity. We’ve provided our summary of the ten key announcements that could impact on your personal financial plans, both positively and negatively. Turn to page 12 to find out more.

Now that we’ve entered a new tax year, if you are already planning how you are going to fully utilise your current Individual Savings Account (ISA) tax-efficient allowance, it’s not just about picking investments wisely – it’s also important to make sure you hold them in the best place. On page 08, we look at the top ten highest performing sectors over the previous decade.

The full list of articles featured in this issue appears on page 03 and opposite. Click on the link below to open the file and enjoy!

Your Money - MayJuneYour Money – May/June

Leave a Reply