RetireeFirst’s Post

The spring budget has seen some important changes to National Insurance Contributions effective from 6th April 2024. The adjustments include a reduction in the main rate for Class 4 NICs for self-employed individuals from 9% to 6% and Class 1 NICs for employees from 10% to 8%. These revisions have been introduced to alleviate financial pressures on individuals. For a comprehensive understanding of how these changes may impact you, consult with our team at Waters and Atkinson Chartered Accountants. #NICChanges #SpringBudget2024 #TaxConsultation #NationalInsurance #News #WatersandAtkinson #CharteredAccountants #Lancashire

Just 30 days remain to maximize your RRSP contributions! 💸 Take advantage of the tax benefits and set your financial goals in motion. Connect with Integris now to make informed decisions for your future. Call our local Member Experience Centre at 1-866-554-3456 or visit www.integriscu.ca to learn more! #TaxSavings #ConnectWithIntegris #RRSPCountdown

📢 Join esteemed experts from our Technical Connection Division, as they share an insightful update, following the Chancellor’s Autumn Statement 💼.   📅 Save the Date: Thursday 23 November 2023 💡 Tax and Financial Planning Essentials Following the Autumn Statement 2023 ⏰ Time: 12:30 – 13:30 📍 Location: Zoom Webinar https://lnkd.in/gRF6axZ5   Providing updates on the latest changes to our tax context and how to access available allowances, exemptions, and reliefs. This session will guide you through the maze of tax-efficient growth strategies, wealth preservation techniques, and the art of passing on your wealth to future generations 📈   It’s time to take charge and achieve your financial goals! 💰   The value of your investment can go down as well as up. You could get back less than you invested.   Taxation rules can change at any time and are dependent on individual circumstances.   #TaxEfficiency #FinancialWellbeing #WealthPreservation #TaxStrategies   HJP Chartered Financial Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.   SJP Approved 04/10/2023 HJP Chartered Financial Planners is a trading name of HJP Wealth Management Ltd. 

April/May 2024 Newsletter The days are now lighter as we move into the season of regeneration. Certainly the government will be hoping that positive news on the downward trend of inflation will have lifted voters’ spirits in yesterday's election, although the Bank of England appears to be prevaricating on an initial downward nudge to interest rates. For 2024/25 there are a several key tax changes likely to affect you over the course of the year. If you haven't already seen it, our latest newsletter covers new tax year planning, changes to property taxes, navigating minimum wage rises, pensions and the self-employed and more. Our next newsletter will be out over the summer. Meanwhile please do get in touch if we can continue to help or provide you with more information on any of the topics covered. https://lnkd.in/edf2CqU3

The IRS has made the 2023 Cumulative List of Changes in Plan Qualification Requirements for Defined Contribution Qualified Pre-Approved Plans available. Read More: https://ow.ly/90XT50QvugC #DefinedContribution #RetirementPlanning #TaxLaw #FinancialAdvisors

TFG Financial Advisors Summer Update: Is Your Portfolio Feeling the Heat? Articles include: Quarterly Market Overview, Mid-Year Financial Wellness Checklist, RMDs: Monthly vs Annually, Protect your Estate for the 2025 Tax Sunset, HSA Changes, and No More Roth 401(k) RMDs! https://conta.cc/4ed8Y7A

🚀 Start the New Year on a high note! Discover why January is the prime time to invest in an RRSP. Read our blog post for insights and tips to maximize your tax savings and financial growth: https://buff.ly/3w2m685 🌟 #InvestSmart #RRSPSeason #TaxSavings #FinancialGoals2024 🔗

🚀 Start the New Year on a high note! Discover why January is the prime time to invest in an RRSP. Read our blog post for insights and tips to maximize your tax savings and financial growth: https://buff.ly/3w2m685 🌟 #InvestSmart #RRSPSeason #TaxSavings #FinancialGoals2024 🔗

Before the Holidays take over completely, now is the time to do a financial frost checkup. After you do, if you need to see your financial planner, then make a quick call to set up an appointment. #cwais #shareingiscaring #FinancialWellnessMatters

Great news for those who own a PA ABLE account!    The ABLE account investment option asset-based fees have been reduced by two basis points, from 0.30% – 0.33% to 0.28% – 0.31%. This is the fourth fee reduction in three years.    The previous fee cuts have saved ABLE account owners more than $85,000. ABLE account owners will now save over $80,000 annually due to the latest reduction. ABLE accounts provide tax and other benefits.    Read the PA ABLE news release for more information:   https://lnkd.in/etRifSVr    A lot has changed with PA ABLE recently, and there's more to come. Join us for our upcoming webinar and find out what's new.    Topic: What You Need to Know About PA ABLE!  Date and Time: Wednesday, April 10, 2024, from 6:00 p.m. to 7:00 p.m.    Register for the webinar with this link: https://lnkd.in/dsJ64zZr    Diana Fishlock with the PA Treasury Department will discuss the details of the ABLE program. PATF’s Director of Financial Education Karen Hassett will provide a brief introduction.    #Webinar  #Savings  #Money #DisabilityAwareness