Spring 2025 Financial Focus highlights key planning opportunities as the new tax year begins. It covers early tax planning for 2025/26, managing market volatility, preparing for changes to the State Pension age, and making the most of ISA allowances from the start of the year. The edition also explores rising annuity rates and their role in providing secure retirement income, benchmarks the National Living Wage for protection and retirement planning, and reflects on the long-term lessons investors can learn from the market shocks of March 2020.
Read more in our March Financial Focus Here…
