The tone of the debate in May can be characterised by reopening post-Covid, the rebound of the economy, and the resurgence of inflation. Positive economic data saw risk assets move higher while bond performance was mixed.
Our Lifetime Allowance FAQs explain all you need to know about the recent freeze, how this could affect you and what you need to do.
On Saturday, 10 April, VouchedFor released their 2021 Top Rated Financial Adviser Guide in The Times.
With the Lifetime Allowance frozen at £1,073,100 until 2026, this could bring many people into tax charge territory. Even with modest investment growth levels, having the ceiling frozen for five years will undoubtedly have an impact. With tax rates of between 25% and 55% for values in excess of £1,073,100, these can be considerable sums of tax.
As we look towards a new tax year, it is important to make sure you are in the best financial position possible to protect and grow your future wealth.
Late in 2020 equity markets climbed on the anticipation of vaccinations and are now consolidating at higher levels. They are now trading sideways, patiently waiting for economies to open and earnings to catch up to heightened valuations.
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