The latest update from BKL Wealth Management is full of insights to help you take your financial planning forward. Topics include maximising your tax allowances, estate planning amid changing inheritance tax (IHT) rules and how to navigate the capital gains tax (CGT) changes.
In this issue:
Maximise your tax allowances before 6 April: make the most of your financial situation before the deadline
Autumn budget statement 2024: how could the range of changes impact your wealth planning?
Financial resolutions to boost your wealth this year: taking a proactive approach to clarify your current financial standing
ISA returns of the year: making the most of your 2024/25 tax allowances
How to navigate the capital gains tax changes: ensure your hard-earned investments work efficiently for your future
Start 2025 with a new year’s wealth check: an ideal opportunity to take stock of your financial health
Taking the road to a comfortable retirement: achieving this vision requires careful planning and preparation
Estate planning amid changing IHT rules: ensuring your loved ones are cared for takes proper planning
BKL Wealth Management, our affiliated FCA-regulated company, can help you to understand your financial position and plan ahead in uncertain times. To find out more, or to discuss any of the topics in this newsletter, please get in touch and we’d be happy to arrange a call.
The information contained within this communication does not constitute financial advice and is provided for general information purposes only. BKL Wealth Management shall not be liable for any technical, editorial, typographical or other errors or omissions within the content of this communication.
All wealth management, investment, protection and mortgage advice will be provided by our affiliated FCA registered companies: BKL Wealth Management Limited and Integral Private Finance Services Limited.
BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.
Integral Private Finance Services Ltd is an appointed representative of Quilter Mortgage Planning Limited, Registered in England 5372217. Wakefield House, Aspect Park, Pipers Way, Swindon, Wiltshire, SN3 1SA. Quilter Financial Services is a holding company, subsidiaries of which are authorised and regulated by the Financial Conduct Authority.