Tax season is well and truly upon us – this is consistently our busiest time of year, as we make sure that our clients have maximised their pension contributions and are well prepared for Tax Year End. As ever, Toby is doing a fabulous job in his capacity as Morale Officer to keep everybody’s spirits up.

This month’s webinar was exceptionally well received and provided some excellent insights into the planning opportunities that could help to mitigate the effects of the Autumn 2024 Budget. We’ve gone into a little detail on that in this newsletter, as well as providing the link in case you would like to watch it back.

Also in this newsletter, we’re taking a look at Bucket Lists again: what are they and why should you have one? We’d also like to introduce you to Graham Dormer, the newest member of our team.

After teasing the location last month, we’ve finally revealed the full details of our charity bike ride for 2025. Read on to find out more, including details of how to get involved.

Finally, as ever, we round up with Toby’s Tales. He’s been away for a brief break in the New Forest, where he spent some time getting sentimental and reflective.

We hope you enjoy this newsletter.

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