Our latest edition of Vision Magazine is now available.

Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The new ISA limit for 2017/18 is £20,000. It is a “use it or lose it” allowance, meaning that if you don’t use all or part of it in one tax year, you cannot take that allowance over to the next year.

This issue includes our usual mix of expert Chartered advice, timely financial tips and guidance, some interesting property insight, plus much more…

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Contents

MESSAGE FROM STEPHEN GIRLING

Helping you live the life you wish to live

TRUMPENOMICS

An investment outlook

NEW PREMISES

Relocation to new Ipswich office

FINAL SALARY PENSIONS

To have and to hold?

SPOTLIGHT ON…

Andrew Morley

NEW TAX YEAR, NEW ISA ALLOWANCE

Taking control over where your money is invested taxefficiently

SAFEGUARDING WEALTH FOR FUTURE
GENERATIONS

New Inheritance Tax rules apply from 6 April 2017

AUTOMATIC ENROLMENT

The impact of rising contributions

CHAIRMAN’S THOUGHTS

Professor Andy Wood OBE


 

 

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