Welcome to our Spring edition of Personal Wealth Management. This comes to you in particularly uncertain times, both economically and politically. Today’s financial markets are creating a lot of ‘noise’ and in this latest edition, we aim to bring our insight to help you identify and navigate today’s financial challenges.
In addition to the outlook for the UK housing and stock markets, we address the gender divide on pensions and potential solutions. While women are achieving equality in many walks of life, there is still a yawning gap on retirement provision. At the same time, we look at whether pension contracts in general offer the freedom promised by recent government reform and how investors can make the most of annual allowances while they still can.
We discuss the factors that will influence the UK housing market over the next five years.
Women may be achieving equality in many walks of life, but on pension provision, they still lag considerably.
Filling your tax return is still one of the most unpopular jobs of the year but the HMRC has tough measures in place for those who fail to file a return.
An overview of the valuable reliefs available – for now
Defined contribution pension freedoms – the legislation is in place but does your pension contract offer you the freedom you need?
For any client wishing to support a charity, it is worth bearing in mind that there are a number of ways of making their gift go further
Recent regulatory changes and favourable markets have made DB pension transfers a hot topic. But what are the risks, and could a transfer be worth considering?
The next five years will be the start of a new housing paradigm