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Quarterly Newsletter Summer 2024

To view the full newsletter click here

 

 
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.