Quarterly Newsletter Autumn 2024
Some of the topics covered in this edition are:
- Avoiding the unretirement ‘tax trap’ - Many over-55s are considering unretirement but are not aware of the tax implications, which could increase their tax liability.
- Navigating a multi-retirement reality - The retirement landscape is evolving, with more multi-retirement households and age gap relationships adding complexity to planning.
- A third of Gen X think they will never retire - Nearly a third of Gen Xers believe they will never fully retire, reflecting growing uncertainty about traditional ‘hard stop’ retirement.
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If you would like to speak with your Financial Consultant to discuss any of the content in this newsletter, please do not hesitate to contact our office on 0113 387 8240.
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