It’s a new tax year, and there are some changes to take on board. Jeremy Hunt’s 2024 Spring Budget contained some crowd-pleasers with an eye to the General Election later this year. But what’s going to affect you?

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It’s a new tax year, and there are some changes to take on board. Jeremy Hunt’s 2024 Spring Budget contained some crowd-pleasers with an eye to the General Election later this year. But what’s going to affect you?
Investing is very much worthwhile but this statement is always subject to the usual industry caveats (see footnote) and we need to acknowledge the maxim of risk vs reward, this really is relevant.
It doesn’t take much searching to find short term deposit rates paying 5% or more. There have been lots of knock on effects of the lower returns from deposits and borrowers have benefitted from ‘cheap’ money.
You’ve got to be in it to win it. The phrase is never more true than when it comes to investing in the markets. But when they’re volatile or stagnant it can be tough to hold on.
Woosh! Who’s enjoyed watching interest rates on savings rocket? Of course, if you’re a mortgage-payer these are very challenging times.
‘Nepo babies’ have been in the media spotlight recently. Those children who slide effortless into fabulous careers, seemingly due to their parents’ fame, connections….and money.
The end of the financial year is nearly upon us, and it’s time to get in quick and make the most of exemptions before April is upon us. But that’s not all that should be on your financial spring cleaning list.
At this moment in time, I feel that the financial indicators for potential profits in the year ahead are positive and many fund managers share this view. We will see (of course) but we are also mindful of a host of new risks but also new opportunities.
Fancy slipping a little monetary something into a loved one’s stocking this holiday season? Stop right there! However well-intentioned the gesture, there are plenty of factors you should consider beforehand to make sure you’re giving in a tax-efficient way that will help you as well as them.
I am sure that you will have followed the news closely in the last couple of days and there will be a lot of comment about the changes announced in the Budget. As financial planners, It is important to be up to date about any changes in the Budget.