The highlights of this Bulletin include:
- Forward planning for the Budget
- Caught by the pension tax trap?
- Illuminating fund fees
- NS&I limits investments
- Financing a child's future
- Auto enrolment six years on
- The ins and outs of market indices
- Thinking of making lifetime gifts?
- In the top 10%?
We hope you find it useful and interesting.
If you have any questions about the contents of this bulletin or how any aspects of your tax and financial planning may be affected by recent changes, please get in touch with us to discuss them.
The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.