Client News
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July 2024
What is A Safe Withdrawal Rate?
The concept of a “safe withdrawal rate” is a common ‘rule of thumb’ in retirement planning, used to determine how much you can withdraw from your retirement savings each year without running out of money. The safe withdrawal rate helps retirees manage the risk of outliving their assets, balancing the need for current income against…
Tax Implications of Gifting
Gifting is the act of giving money (or a ‘chattel’) to someone for nothing in return. It’s common for people to do this occasionally for family members, but there are specific tax rules to remember, especially concerning inheritance tax (IHT). Here are some key points to consider: Annual Exemption: Each tax year, you can gift…
July Market Commentary
Introduction June 2024 was a big month for global financial markets, marked by significant volatility and key economic developments. The interplay of geopolitical tensions, economic data releases and central bank policies shaped market sentiments across various regions. UK Rishi Sunak’s gamble on an early, snap election doesn’t appear to be paying off, despite some of…
What a Labour Government Might Mean For Your Finances
Now we know that Labour will be in government for the next five years, we’ve reviewed their Manifesto promises to see what might be in store from a personal and business finance perspective. How closely they stick to it and what else might be in store will only be revealed in the forthcoming months, but…
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