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One Four Nine Wealth Magazine – Issue 09

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One Four Nine Wealth Magazine – January/February – Issue 09


Welcome to the One Four Nine Wealth bi-monthly magazine

As this is the first issue of the year and we are in the home stretch on the 2023/24 tax year that ends on 5 April, we have provided some planning tips that should be considered for your tax position ahead of this date.

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 £26.6 billion is currently trapped in forgotten pensions, averaging about £9,500 each. With most individuals juggling multiple jobs throughout their lifetime, it’s no wonder that some of these pensions fall through the cracks.

ESG (Environmental, Social and Governance) investing, a socially responsible investing approach, seeks to harmonise financial returns with a company’s environmental impact, stakeholder relationships and global footprint. Our planet faces numerous challenges, from climate change to a rapidly growing and ageing population. We consider understanding and incorporating ESG opportunities into your investment strategy.

Transferring wealth within a family is a delicate process that requires clear communication and effective planning. Otherwise, it could lead to a potentially large tax bill and bad feelings in the family. You may have seen this narrative depicted in the hit American HBO series ‘Succession’. By engaging in succession planning, you can ensure your assets are distributed according to your wishes, simplifying the process and maximising tax efficiency.

Read issue 09, January/February, here.

The next issue will be March/April 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

Whether you end up reading One Four Nine Wealth on the way to work, during lunchtime in the office or on a Sunday morning in the garden with a cuppa, we do hope you find it useful and insightful

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