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Guide: 7 allowances you might want to use before the end of the 2023/24 tax year

by CA Financial Services | Jan 12, 2024 | Blog

When a new tax year starts, many allowances reset. So, checking if you could make use of allowances before Friday 5 April 2024, when the 2023/24 tax year ends, might be valuable. This guide explores some of the allowances that could help your money go further. You...

The feel-good news stories you might have missed in 2023

by CA Financial Services | Jan 12, 2024 | Blog

The start of the new year is the perfect time to reflect on what has happened over the past 12 months. Although the news often focuses on disheartening events, there are plenty of heartwarming stories out there that can restore your faith in humanity. From science...

Explained: The basics you need to know about Venture Capital Trusts 

by CA Financial Services | Jan 12, 2024 | Blog

For some investors, Venture Capital Trusts (VCTs) could present a way to tax-efficiently invest and support innovative businesses that may have high-growth potential. However, VCTs aren’t the right option for everyone. Read on to learn the basics you need to know if...

Why the numbers are essential for successful financial planning

by CA Financial Services | Jan 12, 2024 | Blog

When creating a financial plan, you often start with your goals. After all, setting out your aspirations first lets you create a plan that’s tailored to you. Yet, understanding your numbers is just as crucial for successful financial planning and they could help you...

The pros and cons of choosing a living legacy over leaving an inheritance

by CA Financial Services | Jan 12, 2024 | Blog

Traditionally, people passed on wealth to their loved ones once they passed away through a will. However, you might be considering gifting assets during your lifetime to create a living legacy. Read on to discover the pros and cons you may want to consider before...

The 3 essential pension decisions you should review to avoid becoming a “triple defaulter”

by CA Financial Services | Jan 12, 2024 | Blog

Pension savers dubbed “triple defaulters” could be overlooking small changes to their pension that may make their long-term finances more secure. Have you reviewed these three important pension decisions recently?  According to a survey from Aviva, millions of...
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