Family Wealth Management - Spring 2017

The latest insight in personal financial planning, tax and investment strategies

In this edition: Going beyond the pension pot

In Family Wealth Management Spring 2017, we examine how to maximise alternative ways to save for retirement as the Government limits tax efficient allowances for pensions saving.

Reflecting the Treasury’s limited room for manoeuvre ahead of Brexit negotiations, the Spring Budget was a relatively cautions one, with few notable changes.

As the Brexit effect becomes clearer and should the Conservative’s majority and mandate be enhanced at the election, we expect to see more changes affecting those planning for retirement in the Autumn Statement and through the execution of their manifesto.

Our Winter 2017 edition of Family Wealth Management will focus on these and any other key changes arising in the interim.



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