Forrester Boyd Wealth News

  • 23rd June 2022

Young investors are championing the “S” in ESG investing, so what does it mean?

A survey has found that young investors considering ESG factors are most concerned about social issues. It could lead to a shift in how money is invested and which ESG topics are d...

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  • 23rd June 2022

8 key tax allowances have shrunk by 6% in the last decade

Over the last decade, key tax allowances have been reduced. It means you could be paying more tax, so it’s vital that you use the ones that are right for you to make the most of yo...

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  • 23rd June 2022

Explained: The social care cap and what it means for you

The social care cap will be introduced in October 2023. While it can limit how much you spend on care if it’s needed, it excludes some large expenses associated with residential ca...

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  • 23rd June 2022

52% of savers don’t understand the effects of inflation, and millions think they’ll be better off. Here’s why it can harm your savings

Interest rates are starting to rise, but that doesn’t mean that inflation will have a positive effect on your savings. In real terms, they are likely falling in value.

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  • 23rd June 2022

Total tax collected from exceeding the pension Lifetime Allowance is set to reach almost £1.5 billion annually

Cuts to the Lifetime Allowance in the last decade means more people than ever are facing additional tax charges when they access their pension. It’s crucial you understand if you c...

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  • 23rd June 2022

Two-thirds of retirees are planning a flexible retirement, but many don’t understand the potential tax implications

More people are planning a flexible retirement where they continue to work in some form. It can help your income go further and create a work-life balance that suits you, but it do...

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  • 17th May 2022

Are you fed up with your nine-to-five?

Welcome to the latest edition of our wealth newsletter ‘With You for Life’.

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  • 21st April 2022

Inheritance Tax Receipts are on the rise

The Office for Budget Responsibility (OBR) has recently revised its forecasts for Inheritance Tax (IHT) receipts over the coming five years, with the recent upward trend expected t...

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  • 25th March 2022

Invest your way out of inflation

Welcome to our March/April 2022 magazine. Inside, we look at why now is the time to make sure you protect your wealth. The word ‘inflation’ had barely featured in the market’s voca...

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  • 15th March 2022

NELC Civic Awards

What an amazing celebration of some of our region’s talent at the NELC Civic Awards on Friday evening. Congratulations to Tape2Tape Events who won the Youth Sporting Achievement Aw...

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