As summer gets underway the warm weather may leave you daydreaming about the possibilities of retirement – longer days at a more relaxed pace, and more opportunities to spend time with family and friends. The current economic climate, however, has contributed to a more gradual retirement process and means those planning for and approaching retirement have much to consider.
Our feature for this edition of our newsletter drills into the following topics:
Quarterly investment market overview
- Managing the new pension allowance landscape
- Rising inheritance tax take – time to review your estate planning
- The income choice in retirement
- Capital gains rules relaxed for separations
- Your self-employment checklist
- Deposit protection comes under review
- NICs and unclaimed child benefit
- A word of advice…
- IHT & BPR – the pitfalls
- News round-up
We will share the next phase of developments with you in September. Please do get in touch if we can continue to help or provide you with more information on any of the topics covered.
Download a free copy below or get in touch for a chat with a member of the team.
Should you wish to discuss any of the featured topics in greater depth, or your own financial circumstances more specifically, please do not hesitate to contact MHA Caves Wealth on 01604 621421.
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MHA Caves Wealth Quarterly Edition Q2
