Amicus Wealth Management

The tax rules have changed again on UK Budget Day. Is your plan ready? Here Oli talks about how the right plan helps keep your money working for you. At Amicus, our advisers help you adjust to what’s changing, from investments to retirement, built around what matters most to you. Book a free discovery call to plan what this means for you. Investments can rise and fall in value, so you may get back less than you invest.

The first Budget under Andy Burnham’s Government revealed big changes for savers, founders, landlords and ISAs. But don’t let headlines around taxes cause a knee jerk reaction to your financial plan. Sign up to get our unique insights on Substack. Investments can rise and fall in value, so you may get back less than you invest.

The tax rules may be changing on 28 October. Is your plan ready? Some changes are already locked in, while others could land on Budget day. Here Ollie talks about how the right plan helps keep your money working for you. At Amicus, our advisers help you adjust to what’s changing, from investments to retirement, built around what matters most to you. Book a free discovery call to plan what this means for you. Or sign up to get our unique insights on Substack. Investments can rise and fall in value, so you may get back less than you invest.

All eyes are on Andy Burnham’s first budget. But don’t let stress around taxes and budget day cause a knee jerk reaction to your financial plan. Are there still reasons to be positive on UK equities and bonds? What could replace homeownership as a wealth-generation tool? Sign up to get our unique insights on Substack. Investments can rise and fall in value, so you may get back less than you invest.

Benjamin Rees explains how frozen tax thresholds and the £100k cliff edge are costing busy lawyers, partners, and legal professionals. Whether you’re aiming for partner, balancing self-employment or planning for retirement, financial advisers like Ben at Amicus Wealth Management can tell you how to make your money work harder for you and keep your tax bill down. If you want more insights, sign up to get our insights on Substack 👇 Investments can rise and fall in value, so you may get back less than you invest. Tax treatment depends on individual circumstances and may change in the future.

Starting to think about retirement, but don't know where to invest? At Amicus Wealth Management, our advisers build a personalised plan around your finances and what matters most to you. Book a free discovery call, link below. Investments can rise and fall in value, so you may get back less than you invest.