As we head into spring, I wanted to share a few updates from Emery Little and beyond.
End of tax year
As we approach 5 April, the end of the current tax year is nearly upon us. As an Emery Little client, you’ll likely have already taken the necessary actions regarding ISAs, pensions and any other tax-efficient opportunities. Looking ahead, the new tax year brings a fresh set of allowances and planning possibilities. Your Financial Planner will discuss these with you when you next meet.
Spring Statement
Wednesday’s Spring Statement did not include new tax measures, as expected. Most relevant to the majority of our clients were the announcements regarding tax administration. Further information can be found here.
Team updates
We’re delighted to share that our Head of Operations, Mel, is now on maternity leave with her baby due any day now! Before she left, Mel wrote a thoughtful piece “Financial planning considerations for our first baby“. Whether you have family members or friends expecting a new arrival, or you’re simply interested in the financial aspects of this major life transition, it offers some practical insights.
We’re also pleased to welcome back Siobhan, who has returned from maternity leave in a new role as Executive Assistant, supporting our Leadership Team.
Fund name change
You may notice that one of the funds in our True Wealth portfolios has changed its name from “Dimensional Global Sustainability Core Equity Fund” to “Dimensional Global Core Equity Lower Carbon ESG Screened Fund”.
This change is due to regulatory developments in fund naming conventions. The underlying investment strategy remains the same, and there is no impact on your investments or our portfolio strategy. No action is required from you.
As always, if you’d like to discuss any aspect of your financial planning, we’re here to help.
