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
Download to read the full article: Smart Money Newsletter May/June 2024