July – August 2023 Newsletter

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Welcome to our July / August 2023 edition. In this issue, a comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. Although retirement may appear distant at the moment, there’s much to consider. By planning ahead and making smart decisions about your savings, you can ensure a stable and enjoyable retirement

• • On page 4 we provide 10 reasons to get your tax return filed now rather than panicking as the deadline approaches.
    
    
  • On page 6 we discuss the potential benefits of a diversified portfolio. 

• • On page 10 we consider what steps will help you get pension ready.
    

  • On page 12 we explain why as tax rules change and individual circumstances vary, it’s always a good idea to consult us for specific guidance.

Full Contents

03 – NORMAL MINIMUM PENSION AGE UPDATE. Essential information for your retirement planning.

04 – 10 REASONS TO GET YOUR TAX RETURN FILED NOW. British workers overpay £8.2bn in tax due to wrong codes.

05 – ARE WE ENTERING AN INVESTMENT BOND RENAISSANCE? Exploring why they are an attractive option to mass-affluent investors

06 – MAXIMISING YOUR INVESTMENTS IN YOUR 50’S.Time to evaluate whether you
need to modify your objectives or saving strategies?

08 – RESPONSIBLE ASSET SELECTION. Supporting responsible practices and contributing to a  sustainable future 

10 GETTING RETIREMENT READY. Key steps to achieving a comfortable retirement 

11 BUILDING A DIVERSIFIED PORTFOLIO. What is it, and why is it important? 

12 TAX RELIEF MATTERS. How to build a bigger pension pot.