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Edition 44 - Client Newsletter

I am delighted to share the newest edition of our client newsletter, edition 44. I hope that you will find it both informative and insightful.

In this edition, a comprehensive summary of The Spring Budget, presented by the Chancellor of The Exchequer, Mr Jeremy Hunt, on 6th March 2024, has been included. This budget is expected to be the last one by the Conservatives before a possible general election in the year's second half.

The newsletter also includes a diverse range of articles, such as a piece from Fidelity on "How to target £18k for your child's 18th birthday," a thought-provoking piece written by 2plan wealth management on whether "Consolidating your pensions is a good idea?" and "How strong is your plan B?"

Furthermore, there is an intriguing article from Intuitive on "Financial Administration - Moving with the times" and a piece from Just Retirement that covers the vital subject of "Turning your pension savings into an income for retirement."

The final two articles cover "Overpaying your Mortgage and should you do it?" from 2plan, and Legal & General / IFS discuss "Meeting all generational needs when wealth transfer arises."

I believe that financial advice is essential, and I hope you find this newsletter an excellent source of information. Please do not hesitate to contact us if you need any further information.

Personal recommendations are the foundation of my business model, so if you know anyone who would benefit from our newsletter, please share it with them.

Click here for edition 44