
Freeze the higher rate tax burden
Research suggests 4.8 million more people will be paying higher rate tax by 2031 than in 2022 An efficient way to reduce your tax take is

Research suggests 4.8 million more people will be paying higher rate tax by 2031 than in 2022 An efficient way to reduce your tax take is

Average pension savings lag significantly behind comfortable retirement targets Changing pension rules and longevity trends demand proactive planning Reviewing contributions and investment strategy can reduce

Market volatility is normal and often creates long-term opportunity Holding excess cash may hinder growth for long-term objectives Diversification and discipline help manage emotional investment

Rising property values and frozen thresholds are drawing more families into IHT scope Pension rule changes from 2027 may alter estate planning strategies significantly Early

A third of UK workers feel confident about achieving a comfortable lifestyle when they retire There are some significant disparities across income groups, age and

UK workers, especially Gen X, increasingly want time away from work to focus on health and wellbeing Affordability and lack of employer support are cited

74% of advised investors plan to increase contributions this year Emotional reactions to markets are more common among non-advised investors Professional guidance improves discipline and

Ordinary and upper Dividend Tax rates rise by two percentage points Dividend Allowance remains £500 per tax year outside ISAs Reviewing your combination of salary,

Global growth is projected at 3.3% in 2026 amid cautious optimism Trade cooperation and AI investment are key economic drivers Policymakers must balance inflation control

UK dividends are projected to reach £88.8bn, up 1.5% year-on-year Underlying growth suggests resilience despite macroeconomic headwinds Global payouts are expected to rise 2.9% to
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© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.
© Copyright 2024 Home & Finance. All rights reserved.
Website by TOMD.
Home & Finance is registered in England and Wales.Registered office, 14 New Market St, Ulverston, Cumbria, LA12 7LN.
Authorised and regulated by the Financial Conduct Authority. Home & Finance General Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 300760 for General Insurance Products.
Authorised and regulated by the Financial Conduct Authority. Home & Finance IFA Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 135250 for Investment & Mortgage business.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
© Copyright 2024 Home & Finance. All rights reserved. Website by TOMD.