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.
To view the full newsletter click here
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.
Similar News
Market Commentary
Britain’s economy is demonstrating resilience
The UK economy unexpectedly grew by 0.4% in the three months to July, according to the latest data from the Office for National Statistics (ONS). The service sector made the largest contribution to growth in July, with output increasing by 0.6%. Growth was recorded in 11 out of the 14 subsectors, with the strongest contribution […]
Market Commentary
Across all the nations in the UK, we will support local leaders to deliver local growth
On Monday, John Healey delivered his first major speech as Chancellor. Speaking at the Manufacturing Technology Centre in Coventry, Healey said his central purpose is to boost growth across Britain. The Chancellor’s speech comes days after Bank of England Governor, Andrew Bailey, warned that the UK is currently facing “very, very substantial challenges.” In his […]
Market Commentary
Buyers have plenty of choice this autumn and will be able to make competitive bids for homes
The latest House Price Index from Zoopla indicates that buyers are regaining confidence and returning to the housing market. In August, home searches were up 7%, marking the strongest annual increase in 12 months. Sales agreed were still down 6% annually last month, but the rise in searches suggests more transactions could come in the […]
