Quarterly Newsletter Summer 2024
Some of the topics covered in this edition are:
Your bonus, your pension?
Bonuses are subject to Income Tax and National Insurance Contributions, so you might consider paying some of it into your pension
ISAs: 25 years and counting
Make full use of your annual ISA allowance each year, whether you are investing a lump sum or saving on a regular basis
Brighter days ahead
As inflationary pressures recede and the economy continues to grow, now is the time to focus on your pension arrangements
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.
To view the full newsletter click here
Similar News
Market Commentary
Business disruption and economic uncertainty are becoming normalised
Research from the Institute of Directors (IoD) found that confidence slipped among business leaders in June. The IoD Directors’ Economic Confidence Index, which measures economic sentiment, fell from -53 in May to -61 in June. Overall, the survey pointed to a weaker outlook for businesses, with revenue expectations dropping from +27 to +11 in June, […]
Market Commentary
Consumer confidence and measures of housing sentiment have weakened
The latest data from Nationwide shows that house price growth ticked higher in June, with an annual increase of 2.2%, up from 1.7% in May. The month-on-month figures were flat, with no monthly growth in June, although this is an improvement on the decline of 0.6% seen in May. Promisingly, the regional house price data […]
Market Commentary
What’s happening around the world is compounding the UK’s low-growth story
The Confederation of British Industry (CBI) has lowered its predictions for UK growth in its latest Economic Forecast. It is expected that UK GDP will grow by 1.1% in 2026 and 0.9% in 2027, down from the CBI’s previous projections of 1.3% and 1.5% respectively. These revised statistics take into consideration the economic uncertainty caused […]
