Window on Wealth Winter 2023

Jan 25, 2023 | Business support hub, TC news, Wealth management

Welcome to the latest edition of our Window on Wealth Winter 2023 newsletter.

This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors –

Strategic investment focus – battling inflation and indentifying opportunities

Where is the best place to retire?

Beat the tax chill – ‘stealth’ announcements and the importance of planning

Giving your children a helping hand

Time for a retirement reboot?

and much more.

Click here to download your copy.

We offer a range of wealth management services. Contact Head of Wealth Management Bruce Hendry or Chartered Financial Planner Richard Libberton if you require assistance with your personal, family and business financial planning.

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Tipping Code of Practice for Employers

The new Tipping Code of Practice for Employers will require many business owners in the hospitality, leisure and service industries to review the way they record and distribute tips, gratuities and service charges.

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Capital Gains Tax Rates for 2024/25

Capital Gains Tax (CGT) is raises billions for the UK Government every year. Here we look at the some of the key aspects of CGT and the current rates applied to both basic and high rate taxpayers. 

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