Following months of speculation, the Budget announcements were far less severe than many rumours had suggested. Here are the key points that matter most for your financial planning: What Didn’t Happen • Tax-free pension lump sums remain unchanged. This is a rumour that has circulated for many...
Inheritance Tax and Pensions In the budget last October, Rachel Reeves announced plans to include pensions in estates for the purposes of Inheritance Tax (IHT). This is a change and will impact many families. The changes are not until April 2027 so the current rules still apply,...
What’s happened so far in 2025? US equities fell in the first quarter of 2025 with Information Technology and Consumer Discretionary sectors posting the steepest declines. China’s Deepseek caused investors to reassess growth expectations around AI and the US leadership in the field and as the...
TRUMP, PENSION CHANGES & MARATHON TRAINING The sun has been out, the temperature is rising and April’s sporting occasions have started. We have a new tax year, upcoming new rules and I have been spending time plodding the streets in preparation for the London Marathon. But...