Kellands Independent News – Winter 2024

With the new year under way and the tax year end approaching, check out our Winter magazine to see if your finances are on the right financial path.

The tax landscape has witnessed considerable changes, making the situation more challenging for taxpayers and investors alike. As we near the end of the 2023/24 tax year on 5 April, every taxpayer should consider their tax position before the deadline. On page 09, we’ve provided some planning tips to consider.

Did you know as many as 1 in 20 people could have a pension they didn’t think they had? Could that be you? It’s estimated that £26.6 billion is currently trapped in forgotten pensions. With most individuals juggling multiple jobs throughout their lifetime, it’s no wonder that some of these pensions fall through the cracks. Read the full article on page 12.

ESG (Environmental, Social, and Governance) investing, a socially responsible investing approach, is very much to the fore, with our planet facing numerous challenges, from climate change to a rapidly growing and ageing population. On page 08, we look at how to incorporate ESG opportunities into your investment strategy.

Transferring wealth within a family is a delicate process that requires clear communication and effective planning, to avoid a potentially large tax bill and bad feelings in the family. By engaging in succession planning, you can ensure your assets are distributed according to your wishes, simplifying the process and maximising tax efficiency. Read the article on page 10.

There’s a whole host of other articles too, which we hope you find both interesting and useful.

As always, we are here to help and provide advice, so if you would like to discuss any of the matters raised, or if your circumstances have changed and you need some financial advice, please do not hesitate to contact us.

Download Independent News Winter 2024

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