With a new year many turn their attention to their financial planning. To download our latest newsletter please visit http://www.in2matrix.com/cms-assets/documents/145735-660013.in2matrix-q4-2013-financial-focus.pdf
This edition includes
- Our feature this edition is on how much income you will need in retirement and looks at the results of a report recently published by the Department for Work and Pensions in answering this question.
- Also an article on planning your financial protection needs. At least every two or three years, you should take a good look at your life assurance to see if it still provides what you need.
Our other stories include:
- Should you protect your pension now? Tax relief is likely to be more and more restricted in the future. This has been the trend of recent years and seems likely to continue.
- Another view on annuities: our annuity table has been updated, giving new insights into the huge variability in rates.
- Forward guidance goes backwards: The world’s central bankers have new interest rate tool: it is called ‘forward guidance’.
- Premium bond prizes shrink From 1 August, National Savings and Investments (NS&I) cut the prize money interest rate of premium bonds from 1.5% to 1.3%
To download our latest newsletter please visit http://www.in2matrix.com/cms-assets/documents/145735-660013.in2matrix-q4-2013-financial-focus.pdf
If you would like to find out more please about our tax and financial planning services please contact edward.grant@in2matrix.com for more information.
The information is intended to provide information only and reflects our understanding of legislation at the time of writing. Before making any decision, we suggest you take professional financial advice.
The value of investments can fall as well as rise and any income from them is not guaranteed. You should be prepared to lose your investment. Past performance is not a guide to future performance.
The information is intended to provide information only and reflects our understanding of legislation at the time of writing. Before making any decision, we suggest you take professional financial advice.
The value of investments can fall as well as rise and any income from them is not guaranteed. You should be prepared to lose your investment. Past performance is not a guide to future performance.
