22nd May 2023

Investment Magazine May - June 2023

This magazine focuses on the following topics:

  • STATE PENSION – How much has the 2023/24 State Pension increased by?
  • EARLY BIRD INVESTORS – Does the early bird get the ISA worm?
  • MORE PEOPLE CHOOSING SEMI-RETIREMENT FOR A VARIETY OF REASONS – Two in five over-55s plan to gradually phase out working life before State Pension age
  • PENSIONS OF SIGNIFICANT VALUE – Welcome but unexpected changes to pension tax
  • GIVING WHILE LIVING – What will your legacy look like?
  • SPRING BUDGET 2023 – How the changes affect pensions and taxes
  • PROFESSIONAL FINANCIAL ADVICE MATTERS – Making informed decisions about how to best allocate your resources
  • I HAVE A WILL, SO WHY DO I NEED A LASTING POWER OF ATTORNEY? – Making decisions in relation to your financial affairs, health and welfare

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W B Baxter Ltd,
263 Cranbrook Road,
Ilford, Essex,

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W B Baxter Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Company Registration Number: 277519 | FCA Registration Number: 146480. If you have a complaint or dispute with us and are unable to resolve this to your satisfaction, we are obliged to offer you the Financial Ombudsman Service to help resolve this, please see the following link for further details: financial-ombudsman.org.uk