One Four Nine Wealth Magazine – March/April – Issue 10
Welcome to the One Four Nine Wealth bi-monthly magazine
At the time of writing, we are a few days away from the Chancellor’s Spring Budget 2024 announcement. Whilst we wait to find out what is said we continue to close in on the end of the current tax year (5 April 2024). This is an opportune moment to examine both your personal and business finances to ensure they are structured to optimise tax efficiency. Despite the ongoing freeze on many tax rates and thresholds, numerous strategies remain for efficiently organising your financial matters.
In this issue, we also look at the rising concern about the number of investment scams that promise the chance of making “easy” money quickly with very little effort. We break down how these schemes masquerade as legitimate investments to help you identify these risky scams.
With the Office for Budget Responsibility anticipating Inheritance Tax (IHT) revenues of £7.2 billion in the fiscal year 2023/24, IHT is now an issue for many more people rather than just the affluent. We provide details on what you can do to mitigate handing over an unprecedented portion of your estate to the taxman.
Read issue 10, March/April, here.
The next issue will be May/June 2024.
For more detailed information on any of the topics and themes covered in any issue please do reach out to your local investment, financial advisory or planning team here.
One Four Nine Group
