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Quarterly Newsletter Autumn 2023

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We have sought to address topical issues that are likely to be of interest to most readers. Included in this edition are:
Achieving your long-term financial goals - It is important savers do not overly rely on cash savings but carry on investing.

Crackdown on ‘finfluencers’ - Influencers generating content on #financial topics are rising in popularity on social media, having been dubbed #finfluencers.

The FIRE investment movement - Turbo-charging chances of early retirement success by embracing FIRE principles of investing.

Tax punishment on prudence - Taxes on savings and dividends are set to soar this fiscal year in what is being seen as a fresh attack on savers who have shown prudence and thrift.

Lifetime Allowance removal provides pension boost - A survey has revealed the impact that scrapping the pension Lifetime Allowance (LTA) is having on people’s retirement planning strategies.

‘Megatrends are defining the future’ - The emergence of new trends like AI and electric vehicles are set to shape our future, experts suggest.

Overcome the complexities of succession planning - New-build properties remain overwhelmingly popular despite a small drop in the number of starts in the past year.

Dividend Allowance cuts: implications for investors - Understanding the full impact of fiscal changes on investments has never been so critical.
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.