January – February 2017 Magazine

Jan 22, 2017 | Magazine

Inside this Issue

INVESTMENT OUTLOOK

Taking advantage of opportunities in 2017
Welcome to our first issue of 2017. Did you make any resolutions concerning your personal finances last January? If so, how did you do? If it didn’t all go according to plan, now is the perfect time to start again and reassess your position by considering ways to improve your financial well-being for today and your future.

Last year was the year of seismic election results, both in the UK and the US, which will determine the national and international political and financial landscape for decades to come. After a long and brutal US presidential election campaign, Donald Trump emerged victorious as the surprise victor. His inauguration is scheduled for Friday 20 January when he’ll become the 45th President of the United States. We consider who are likely to be the winners and losers.

The 2016/17 Year End for tax planning purposes is now only a matter of months away with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them. It is also about maximising your net income and creating opportunities to invest and save tax-efficiently for the current and future needs of your business, your family and yourself.

After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth. We look ahead to this year’s gradual repair of the global economy and greater political clarity in the USA which should allow investors to take advantage of opportunities in 2017.

CONTENTS

  • DELEGATING POWER
    When you are unable to make your own decisions
  • TOP TRUMP
    Winners and losers from the seismic US election result
  • 2016/17 YEAR END PLANNING
    Keeping your taxes as low as possible – what you may wish to consider sooner rather than later
  • MONEY PURCHASE ANNUAL ALLOWANCE
    Reduction to prevent inappropriate double tax relief
  • INVESTMENT OUTLOOK
    Taking advantage of opportunities in 2017
  • LIFETIME INDIVIDUAL SAVINGS ACCOUNTS
    Make your next move to saving flexibly for a first home and retirement
  • FINANCIAL FUTURES
    Building a nest egg for when children need it
  • GENDER SAVINGS GAP WIDENS
    Report findings suggest this trend is set to continue
  • FORGOTTEN PENSIONS
    Out of sight, out of mind

To discuss any of the articles featured

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INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM, TAXATION ARE SUBJECT TO CHANGE.*

THE VALUE OF INVESTMENTS AND INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED.*

PAST PERFORMANCE IS NOT A RELIABLE INDICATOR OF FUTURE PERFORMANCE.

The content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements. Articles should not be relied upon in their entirety and shall not be deemed to be, or constitute, advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles. Thresholds, percentage rates and tax legislation may change in subsequent Finance Acts. Levels and bases of, and reliefs from, taxation are subject to change and their value depends on the individual circumstances of the investor. The value of your investments can go down as well as up and you may get back less than you invested. Past performance is not a reliable indicator of future results.

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