Craig Burridge - Independent Financial Advisor - Abacus Associates

The Autumn Statement 2023 has been released.

See a quick snapshot of the key points below:

• National Living Wage for over-21s raised from £10.42 to £11.44 per hour
• National Insurance rate reduced from 12% to 10% from January 6
• Benefits will increase by 6.7%, the September rate of inflation
• Plant and machinery tax break made permanent
• Alcohol duty frozen until August 2024
• State pension to rise by 8.5%
• ISA, JISA, LISA & CTF Annual Limit Freeze

For more information on the statement click here: https://shorturl.at/bkrT0

In Chancellor Jeremy Hunt’s Autumn Statement he unveiled £55bn worth of tax rises and spending cuts. Click the link below to see what changes have been announced and what they may mean for you.

https://bit.ly/3GD9X2v

Pensions are often in the news – mostly featuring new data that people simply aren’t saving enough for a decent retirement. This time round it was the government in the firing line leading to a short-lived crisis among so-called gold-plated pension schemes. If you have any concerns about your pension contact an adviser today!

https://bit.ly/3WKBd4B

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Streamlining your finances doesn’t mean changing your lifestyle completely. By making lots of small changes you could save hundreds of pounds a year. We follow on from our last update on how to save money this Autumn:
https://bit.ly/3fuhzZX

Rising interest rates are on everyone’s mind right now, but they aren’t all bad. See what interests rates mean for your savings in our newest Tavistock Weekly Round-Up.

https://bit.ly/3yxmb7V

When it comes to a subject as complex as pensions, all you need is a little guidance and reassurance from the right people. Consult with an Abacus Adviser today to speak about your pension.

https://abacusadvisers.co.uk/find-an-adviser/

Talk to one of our advisers today to help with the process of constructing your retirement plan before the time comes to give up your working shoes.

https://bit.ly/3zhoCwx

We hope you enjoy the bank holiday celebrations!

Many of us dream about retiring early, but don’t know what to do to make that dream come true.

Read our latest blog, detailing what you need to know if you want to retire early.

https://tavistock-blog.com/2022/05/11/want-to-retire-early/

As we are a month into the new tax year, make sure you are following all the rules to make the most of your tax benefits.

Read our latest blog to know all about the tax breaks and reliefs available!

https://bit.ly/38zd1xV

A financial adviser can help with your finances and provide peace of mind when it comes to managing your money. Schedule a complimentary appointment with an Abacus adviser today: https://bit.ly/3rdlGwc

From tomorrow British households will see the biggest rise in the cost of living with the UK’s energy price cap coming into force on April 1st. We will be seeing energy bills increase by 54%. Experts are encouraging Britons to submit their meter readings for gas and electricity to their supplier today. A review with your adviser might be in order if your finances/savings dramatically change as a result of rising inflation and bills: https://bit.ly/36ZPO6Q

Five Things you Wanted to Know About Pensions - Abacus Blogsite FIVE THINGS YOU WANTED TO KNOW ABOUT PENSIONS: BUT HAVEN’T GOT ROUND TO ASKING 29 MARCH, 2022 PensionsLifetime Allowance The world of pensions is complex and ever-changing. You may have a bunch of questions that you’re saving up to ask your adviser next time you have a catch up. 1. SHOULD I BE C...

Cost of Living Crisis and the Impact on Savings - Abacus Blogsite The rising cost of living is impacting households far and wide, putting pressure on budgets.

Happy St Patrick’s Day! Create your own financial future by talking with one of our advisers today: https://bit.ly/35YwIhv

National Insurance - The Lowdown Whilst having to deal with soaring inflation and sky-high energy bills, it’s important to prepare for the fact that we’re all going to pay more National Insurance from April.

International Women's Day Women Make Great Investors, So Let’s Invest More 08 MARCH, 2022 InvestingIWD It’s official: women are better investors than men. They just don’t think they are. In fact, a 2017 study from Fidelity Investments1 shows that just 9 per cent of women believed that statement. But that same study als...

End of Year Tax Planning As the end of the tax year approaches, it’s important to review if you have taken full advantage of the tax breaks and shelters available.

There are many benefits to long-term investing. Speak to one of our trusted advisers or read our latest blog to find out more: https://bit.ly/3s7EZYq

Protecting your wealth can go a long way to protecting the ones you love. Here are five ways you can help safeguard your wealth: https://bit.ly/3rB0PmV

Since pension freedoms was introduced in 2015, more than £37 billion of taxable flexible withdrawals have been made from defined contribution pensions. Scammers have seized the opportunity to help themselves to a chunk of this money, offering fake services to individuals who believe they are making lucrative investments.

Be vigilant when organising your finances online. If you want to review your pension arrangements, talk to one of our trusted financial advisers today.

https://bit.ly/3rzaquB

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How to fund retirement is not an ideal topic for a quiet evening in. But it’s an important one which is being overlooked by millions of married couples. Find out why it is important to discuss financial goals with your partner: https://bit.ly/3B8ySGt

The impact of the pandemic means over-50s are now more likely to stay in their current home for life, having formed a greater attachment to living in the same space as fond memories.

New research predicts that as a result we could be set to see an increase in people opting to take out equity release products to fund home improvements, with 17% saying they would rather spend money to make their house more accessible than relocate. Get in touch with an adviser today to discuss your options:

https://bit.ly/3G0vcaz

If you are looking for help with managing your savings and investments more tax efficiently, an Abacus Adviser can help. Get in touch for a free consultation today! https://bit.ly/3GDJrD8

It is never too late to set your financial goals for the year! Take a look at five new year resolutions that could benefit your finances: https://bit.ly/3FkGi9O

Inflation is the talk of the town, and it’s no wonder since the latest official figures revealed it has soared to 5.1% – its highest in a decade. Find out how an adviser could help with your finances today: https://bit.ly/3JJ7LW9

There’s a whopping £2.6 trillion invested in UK pension schemes. Yet new research tells us that only a third of people know that their money is actually invested in the stock market. Find out more here: https://bit.ly/3EAavSE