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Home Insights Smart Money Newsletter: May / June 2023

23 May 2023

Smart Money Newsletter: May / June 2023

Welcome to the May/June 2023 Smart Money Newsletter.

In this edition we look at some of the changes to pension tax following Chancellor Jeremy Hunt’s Spring Budget, including a look at the abolition of the pension Lifetime Allowance and how these changes could impact your pension and retirement plans.

We also look at how you can maximise your Individual Savings Accounts (ISA) returns, why an all-time high of £6.1bn was collected in Inheritance Tax in 2021/22 and how financial planning can help you retire three years earlier on average.

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