As we approach the end of the year and the dust settles on Jeremy Hunt’s Autumn statement, now is a good time for some financial planning. It might be a busy time, but it’s worth taking the time to reflect on the past year, consider how the changes from the Autumn budget could affect you, and do some pre-planning so you know what to focus on in the year ahead.

We briefly explore why paying contributions into someone else’s pension can be a really good idea. If you would like to find out more then do not hesitate to get in touch with your adviser, or any of the team here at Path Financial.

A tightening personal tax net now means more and more investors will be required to file a Self-Assessment Tax Return and settle any liabilities due or face penalty charges from HMRC.

It’s very welcome to see the Chancellor reducing National Insurance Contributions (NICs) instead of Income tax.

Following news that England’s Premier League clubs have committed to developing environmental sustainability policies, we are asking footballers to step up and speak out with a green commitment to move their pensions and investments away from the fossil fuel industry.

It’s never too early to start thinking about tax-year end and the planning opportunities that come with it.

The UK Tax Year runs from 06 April to 05 April each year, and from April 2024, there are a number of changes coming into effect that could have an impact on the average investor.

Comment from David Macdonald, founder of Path Financial, the UK’s first ethical financial advisory firm on the COP28 draft text.

As we approach the end of the year and the dust settles on Jeremy Hunt’s Autumn statement, now is a good time for some financial planning. It might be a busy time, but it’s worth taking the time to reflect on the past year, consider how the changes from the Autumn budget could affect you, and do some pre-planning so you know what to focus on in the year ahead.