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Home Insights Smart Money Newsletter: May/June 2024

13 May 2024

Smart Money Newsletter

May/June 2024

Welcome to the May/June 2024 edition of the Smart Money Newsletter.

As we embark on the new tax year, we consider why reviewing your pension savings strategy presents and opportune moment, setting a solid foundation, for future financial stability. Early attention to your private pension at the onset of the fiscal year is not just about cultivating beneficial saving habits; it’s also about ensuring you take advantage of the benefits and allowances available to you.

Other topics in this issue include:

Navigating inheritance tax
Changes to individual savings accounts in 2024
Costs of later-life care
New pension tax framework

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