Replacing the Lifetime Allowance (LTA)
Our Approach to Investment
Spring Budget 2024 – Pension Tax is Changing
Some 18 years ago in 2006, it became Government policy to put a limit on the size of a pension fund an individual could accrue before potentially incurring taxable penalties. This pension fund size limit
Acumen Financial Planning Tax Card 2024/2025
Tax Year End Considerations
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
Annual Allowance
Could you retire by 60?
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,
Mind the gender gap in finance
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
Five benefits of having a Financial Planner when selling your Business
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