Financial Adviser Hastings

The September Money Matters Magazine is out!


Read the McPhersons Financial Solutions Money Matters Magazine here.
Inside this issue: October 31 2014 is the deadline to for those who have to submit Self Assessment tax returns in paper format, on page twelve we feature a guide to all the important dates you need to remember and a breakdown of the penalty charges that could be incurred if you are late with filing your return.
money matters cover sept 14
Even if you already have Life and Protection Insurance now, it’s still worthwhile reviewing your current cover levels as personal circumstances can change regularly, on page six we run through the various types of cover available, so you can check if your level of cover is adequate.
Junior ISAs received a welcome boost on 1 July 2014, the maximum investment allowance was increased to its highest ever level of £4,000 per tax year. On page two, we illustrate how this increase can have a major impact when investing on a regular basis.
On page eight, we make the statement “Automatic enrolment really is for you! As many workers who believe they are too old to save in a company pension are missing out on the chance to triple their money.
On 21 July 2014, the new pension reforms were confirmed giving investors unprecedented freedom over how they use their money from their pension pots. On page four, we examine these reforms and determine how you will be affected by the new rules and what actions you might consider in the short and long term.
Also inside this issue, we look at the changing retirement rules for the over-fifties, multi-asset investing, Life Interest Trusts and more.
To discuss any of the articles featured, please do not hesitate to contact us or complete and return the Information Request on page twelve.

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