Money Matters 2022
The latest editions of our Money Matters guides are now available to download below. Providing topical commentary on all aspects of financial planning, these guides are intended to bring a few important issues to your attention.
Money Matters: May/June 2022 Editions
Welcome to our May/June 2022 magazine.
Are you fed up with your nine-to-five?
There are many factors that can influence when someone decides to retire. For some, it may be based on health reasons, while others may want to take advantage of government benefits or simply enjoy a more relaxed lifestyle. However, one of the most common factors that determines when people choose to retire is their age.
We look at what is the most popular age to retire early. New research reveals the key steps people have taken to embrace early retirement and examines the costs and benefits of doing so.
Most taxpayers started to see their tax bills increase from April 2022. As we move into the new 2022/23 tax year, now is the time to review your tax affairs to ensure that you have taken advantage of all reliefs available and have considered some planning opportunities to help reduce your tax liabilities. We explain what changed at the beginning of the 2022/23 tax year, and what you need to be aware of.
Any of us can fall victim to a scam. Scams are increasingly common and many people are caught out. They can be very distressing, and the impact is often emotional as well as financial. If you’ve been the victim of a scam, remember that you’re not alone. Read how increasingly scammers are relying on our psychological biases to trick us into handing over important data, financial information and our money.
The days of working for a single employer for your entire career and retiring with a comfortable pension are largely gone. The responsibility for accumulating a retirement nest egg now rests with individuals as opposed to their employers. Saving enough for retirement is challenging for many people, but an era of changing demographic trends, such as increased longevity and delayed marriage, can make this journey even more difficult. Read the full article.
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