Welcome to the Spring edition of Invested Interests for 2024. In this issue, we delve into six key topics designed to enhance your financial strategy as we move further into the year.

We begin with an insightful article on maximising your Individual Savings Accounts (ISAs) for the 2024/2025 tax year. Next, we offer an updated look at financial planning in the context of child benefits, providing essential advice for families navigating these waters.

Our third feature addresses a crucial concern many face today: how to factor inflation into your retirement planning effectively. We also present a short guide to estate planning, giving you the tools to secure your legacy in an organised and thoughtful manner.

Following this, we explore the implications of the recent changes in Capital Gains Tax (CGT) and what these mean for your investments. Lastly, we discuss how financial protection can vary across different life stages, ensuring you’re well-prepared for any situation.