It’s been a busy and fraught summer, both before and after the EU referendum on 23 June. With a new government working towards a plan for Brexit, we’ve entered a period of uncertainty for the economy. So keeping up to date with how your financial plans might be affected is increasingly important. In the autumn edition of our newsletter, we explore how some of these important developments may have an impact on your plans.
Our feature for this edition, unsurprisingly, is the implications of the Brexit fallout for investors. While volatility in markets may have raised anxiety, we focus on the benefits of a diversified portfolio for long term investors.
Our other stories include
About to withdraw your pension benefits? If you are going to turn your pension fund into a retirement income in the near future, the outcome of the EU referendum has given food for thought.
Single-tier pension blues The Department for Work and Pensions is sending out bad news to over 100,000 people who won’t be seeing their expected pensions, and many others may discover they’re getting less than they thought in time.
Inheritance tax: the silent tax collector With the government’s receipts from inheritance tax rising much faster than the yield from other taxes, it’s becoming increasingly important to consider how can you mitigate your contribution to the Treasury.
We hope you find the contents of this newsletter useful and informative. As always, please contact us if you wish to discuss any of the topics in this edition.
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