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Financial Planning Highlights of the Autumn Statement 2014

13/12/2014

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It  seems that the autumn statement is given as much attention now as the actual budget in the spring.   Not a bad thing for holistic financial planning as it gives us time to understand what is on the horizon.    Thanks to the people at Technical Connection who have helped us compile the financial planning highlights to ensure that we understand  how any of the changes to taxation effect your savings, retirement planning, investments and protection plans.

You can download our  Autumn Statement Summary and Financial Planning  Highlights here.

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    ​Whilst reading the blog articles please be aware of the following:
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    • The value of pensions and investments can fall as well as rise.  You may get back less than you invested.​

    • The tax treatment varies according to individual circumstances and is subject to change 
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    • Your home maybe repossessed if you do not keep up repayments on your mortgage.

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    Welcome to the blog curated  by Jill Turner. The pages are not intended to give advice,  they are just the real life stories from a real life financial planner and the wonderful people I get to meet.

    I want the pages to be engaging, informative and purposeful. 

    The information contained within this blog is based on our understanding of current government proposals and tax 
    law, both are liable to change in the future.   

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Jill Turner Dip PFS  aw PETR is a member of the Personal Finance Society and a member of UKSIF the UK Sustainable Investment & Finance Association


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