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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.

Happy family walking down the beach

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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