Acumen Financial Planning Tax Card 2024/2025
Acumen Financial Planning Tax Card 2024/2025
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File(s) for download Acumen Financial Planning 2024/2025 Tax Card
Tax Year End Considerations
Tax Year End Considerations
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As another tax year draws to a close, this can prompt a review of some key financial housekeeping to be considered. Below are some key points to consider when planning for the end of Tax Year 2023/2024: Maximise your pension contributions Contributions to your personal
Annual Allowance
Annual Allowance
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What is the Annual Allowance, and how can you make the most of it before the end of the tax year? The Annual Allowance outlines the maximum pension contribution eligible for tax relief in a single year. For tax year 2024/25, it stands at £60,000,
Could you retire by 60?
Could you retire by 60?
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How feasible is retiring by 60 for you? According to research by Royal London in August 2023, 38% of under 35s expect to retire by the age of 60*. But with current retirement living standards, are these expectations realistic? In a recent article with The
Mind the gender gap in finance
Mind the gender gap in finance
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Despite efforts by businesses and governments to tackle the gender pay gap, it remains a significant challenge for women. This is accompanied by other financial barriers such as insufficient maternity cover, childcare costs, and the perception of men as the primary decision-makers in investment matters.
Five benefits of having a Financial Planner when selling your Business
Five benefits of having a Financial Planner when selling your Business
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Are you considering selling your business in the near future? Transitioning out of or selling a business can be one of the biggest financial decisions you will encounter and marks a critical transition into the next phase of your life. Effective financial planning plays a
Loch Fyne Financial Management merges into AFP
Loch Fyne Financial Management merges into AFP
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We are delighted to confirm that Glasgow based, Loch Fyne Financial Management is now part of Acumen Financial Planning as of the 1st November 2023, after the acquisition by its’ parent company The Financial Planning Group in 2021. With shared values, dedicated financial specialists and
Acumen Financial Planning Board of Directors Expands
Acumen Financial Planning Board of Directors Expands
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We are delighted to share the news that Certified Financial Planner Rhian Morgan and Chartered Financial Planner Kevin Mackenzie have been appointed as Directors of Acumen Financial Planning. Following on from their appointment in 2022 to directors of the Financial Planning Group. Rhian and Kevin
AEB Hosts Business Breakfast for HR Professionals
AEB Hosts Business Breakfast for HR Professionals
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“Employees are assets we borrow from society, and from their friends and family. So, prioritising wellbeing isn’t just an option. It’s the right thing to do.” In October 2023, our team at Acumen Employee Benefits held a Business Breakfast in Aberdeen, discussing the latest legislation,
What are Nil-Rate Tax Bands and what do they mean for Inheritance Tax?
What are Nil-Rate Tax Bands and what do they mean for Inheritance Tax?
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In a recent publication with Scottish Financial News, Rhian Morgan delves into the intricacies of nil-rate bands in the context of recent proposed changes to inheritance tax by the Prime Minister. With considerations of potential abolition, it becomes crucial for individuals and families to understand