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.
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