CLIENT LOGIN

BOOK CONSULTATION

CONTACT US

Approx. 15 mins read time

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.

Read on for more detail about all of this and much more in the link below:

Download Now

Speak to our advisers now