Financial Services News

Our May / June investment magazine is now available to download in PDF format.

Baxters Investment Magazine

May 2019

This magazine focuses on the following topics:

  • New Tax Year - The key changes you need to know
  • Building a Diverse Portfolio - Time, patience and making informed decisions
  • Inheritance Tax - No longer something that only affects the very wealthy
  • Tracing a Lost Pension - Nearly £20 billion unclaimed money and growing
  • Freetirees - Pension freedoms usher in a new generation
  • State Pension - Half a million workers past pension age could be paying unnecessary tax
  • Why Silence isn't Necessarily Bliss - Over six million adults refuse to discuss their Will with loved ones
  • Lifetime Allowance - Breach may impact on more than a million workers

To download the full version, please click here.