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Home Insights Smart Money Newsletter: January/February 2024

15 Feb 2024

Smart Money Newsletter

January/February 2024

Welcome to the January/February 2024 edition of the Smart Money Newsletter.

In this issue we focus on tax saving measures and what actions to review before the 2023/24 year end. The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we near the end of the 2023/24 tax year on 5 April, every taxpayer should understand the importance of this date and consider their tax position. Don’t leave it to chance and miss the deadline.

Other topics in this issue include:

How to get your retirement plans in motion
How to devise a robust plan for wealth accumulation and protection
Bridging the pension generation gap – urgency for younger generations to access improved financial education
Changes to the triple state pension – triple Lock’ to increase by 8.5% from 6 April 2024

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