Welcome to the Summer Edition of Invested Interests. As the new Labour government moves into its first parliament, we look at six key areas of financial planning which may be pertinent to you in 2024-25.
Article one explores what Keir Starmer’s plans might mean for your money, followed by our thoughts on the 25% taxfree lump sum for pensions. Article three offers 5 tax tips to help grandchildren with their finances.
Article four dives into the differences between common “investor profiles”, followed by our fifth piece discussing whether pensions, property or a business is best for funding a retirement lifestyle.
Finally, we conclude by exploring 6 ideas to help protect your estate from inheritance tax. Join us as we cover these important topics to help you stay informed and ready for the future.
