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JGW Bi-MONTHLY MAGAZINE - LATEST EDITION NOW AVAILABLE

Hello and welcome to JGW's Bi-Monthly’s first edition for 2019! 

Another year has come and gone but at JGW, we are looking forward to 2019!

In this New Year edition, the start of 2019 is the optimum time when you may be thinking about resolutions and plans for the year ahead and beyond. It’s a good time to start planning your tax affairs before the end of the tax year on 5 April. And as you think about 2019 and your goals for the coming year, we’ll help to start you off on the right financial footing. Turn to page 04 to find out more.

As part of our continuing look at tax-efficient saving and investing, on page 06, we shine a spotlight on some of the different options available. No matter what, why or how you want to save and invest – an Individual Savings Account (ISA) could help make your money work harder for you.

You may want to keep an element of control when passing on your assets. You may want your money to be used for a particular reason, such as paying for school or university fees or for a first property deposit. Or you may just want to make sure your money stays within the family. On page 11, we explain how intergenerational planning will help.

Plus, women will now start to qualify for the State Pension at the same age as men, currently set at 65. On page 03, we look at how the move to equalise male and female pension ages began 25 years ago and has been gradually phased in.

We hope you enjoy our first edition for 2019 and that you’ll join us over the coming months for what promises to be a very exciting year for JGW!

PREVIOUS EDITIONS

November 2018

September 2018

July 2018

May 2018

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