Adviser Newsletter, May 2024

As the sun eventually emerged last week to herald the start of spring, weather-wise, there is definitely a sense of change in the air as we enter a fresh season. We have weathered a lot of challenges in recent memory, but we’ve worked hard to look after your clients’ money and there is hopefully good news on the horizon for those invested. With lots in play this year, including major elections expected in both the UK and the US, we’re certainly primed to continue to help your clients achieve their financial goals.

This newsletter includes a regular update from our Investment Management team, along with some articles which might be of interest to your clients. These cover the new tax rules for the new tax year and some thoughts on whether the lifetime allowance has really disappeared. We also look back over the 25-year history of the ISA.

We hope the news and insights we've selected to share are useful for both you and your clients. If you have any questions, please email us.