How ISA rules are changing in 2024-25

Individual savings accounts, or ISAs, are a hugely popular and tax-efficient way to save and invest money. However, savers should be aware that the rules on Isas are changing in the 2024-25 tax year. The changes have been described by consumer group Which? as “the biggest shake-up to tax-free savings in 15 years”, so let’s
Top-up your pension contributions

The end of the tax year is fast approaching, so now is the time to act to make sure you’re not paying more tax than you have to. One of the best ways to do this is to maximise your pension contributions. Contributing to your pension is one of the most tax-efficient ways to save
March Market Commentary

Introduction It’s been a mixed picture across the globe in the last few weeks. Many of the world’s major economies have continued to see minimal growth in recent months, while the UK and Japan have slipped into recession. But the US is bucking this trend, as are many emerging markets such as India. As always,
October Market Commentary

Introduction Sluggish growth and high inflation have stubbornly persisted across much of the globe in recent months, and September was no different. But some major economies are performing better than others as they grapple with global economic headwinds, and emerging markets in Asia are bucking the prevailing trend by enjoying strong rates of growth. As
When should you update your will?

Any financial planner will tell you that your will is a vitally important element of your financial plan. With this legally binding document in place, you can take control of your destiny and be sure that your assets will be distributed in line with your wishes. But simply writing a will isn’t enough, as your
Why asset allocation matters

Investing is an uncertain pursuit, as you have to carefully navigate an ever-changing financial climate. Perhaps the only certainty is that the value of your investments will go up as well as down, so it’s really important that you allocate your assets carefully to help you stay on course. So what key issues should you
July Market Commentary

Introduction Sluggish growth and high inflation were recurring themes in many major and emerging economies last month, as central banks across the globe sought to manage the impact of global economic headwinds. But interestingly, many emerging markets bucked this trend. As always, let’s take a closer look at the details. UK The UK economy saw
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May Market Commentary
May 15th, 2024• Comments Off on May Market Commentary• Posted By Greenwood
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