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*Assets under Management and Assets under Influence combined for AFH Financial Group companies, accurate at January 2024. Figure is rounded to the nearest billion.
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After much speculation that the Chancellor would scrap Inheritance Tax (IHT) in his 2023 Autumn Statement, on the day, he did nothing of the sort. This means that your estate may still be exposed to the tax, which is typically charged at 40%, and if it is, you may be wondering how to reduce your exposure to it.
On Thursday 23 November, we held our annual 10-year Christmas meal. This year, over 60 employees joined CEO, Alan Hudson, at a restaurant local to our Head Office in Bromsgrove, where they were wined, dined and of course thanked for all their hard work and dedication over the years.
Extending your lifespan by six years could mean that you need to increase the value of your retirement fund to ensure that you can maintain your lifestyle for the additional period. Not doing so could mean you have to reduce your standard of living, or even worse may result in your retirement fund running dry.
As 2024 draws nearer, you may be considering what you hope to achieve in the new year. The start of a new year can be the perfect time to make changes in your life, whether that’s to exercise more, eat less or become better with your finances. Read on to discover five important considerations that could help you to create a more robust financial plan and accomplish your objectives in 2024.
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