Phew, that was a busy one! As we come into the final days of the 2024/5 tax year, we’re all looking forward to a well-earned glass of wine once the final i’s are dotted and t’s are crossed. End of tax year gets busier for us every single year as the company continues to grow and go from strength to strength – it’s tiring, definitely, but a very lovely problem to have!

In this newsletter:

Following up on one of the topics raised in February’s webinar, Katherine Pautard has gone into a little detail on Trusts and how they can benefit you. In addition, we’ve briefly highlighted a few of the benefits of making use of your tax-free allowances early, now that we’re almost in a new tax year. We’ll also share some news about an exciting new addition to our client meetings.

It’s the last call for anybody interested in getting involved in our 2025 charity bike ride, over in the stunning Moselle Valley. Read on for information about how to get involved, or how to donate if you don’t fancy the cycle.

Finally, as ever, we round up with Toby’s Tales. He decided to call in reinforcements to help lift the spirits of the Wealth Matters team during the end of tax year.

We hope you enjoy this newsletter.

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