As we begin 2025, let’s focus on making it a year of growth and smart financial decisions.
A key update this year is the inheritance tax changes announced last October.
These will impact personal pensions, especially in estate planning.
While changes won’t take effect until 2027, we’re already preparing to help you adjust your strategy.
Now’s the time to review your tax allowances:
Maximise income tax thresholds and ISA allowances
Ensure your pension contributions are on track
Optimise dividend allowances
If you need support with your financial planning, we’re here to help. Let’s make 2025 a year of informed, positive outcomes!
To watch the full Vlog this month, visit our YouTube channel here