AN ESSENTIAL GUIDE FOR INDIVIDUALS AND FAMILIES ACROSS NORFOLK, SUFFOLK, AND ESSEX
One of the simplest but most effective ways to build long-term wealth in the UK is by fully utilising tax-free allowances. These allowances, introduced and modified by government policy, aim to give individuals a fair chance to save and invest without facing immediate tax charges.
UNDERSTANDING HOW CHANGING RATES SHAPE FINANCIAL DECISIONS ACROSS NORFOLK, SUFFOLK, AND ESSEX
Interest rates are often featured in financial headlines, but their true importance is in how they influence every part of the economy. Whether determined by the Bank of England or affected by global monetary trends, changes in interest rates impact borrowing costs, mortgage repayments, property values, savings accounts, and the performance of long-term investments.
Addressing one of the most urgent
concerns for families across Norfolk,
Suffolk, and Essex
Passing on wealth to future generations remains one of the most pressing concerns for families across Norfolk, Suffolk, and Essex. With Inheritance Tax rates at 40% and property values continuing to rise throughout East Anglia, many families are discovering that traditional estate planning approaches may no longer suffice. Trusts offer a sophisticated solution for preserving family wealth, potentially reducing tax liabilities, and maintaining control over how assets are distributed.
Why are families in Norfolk, Suffolk, and Essex increasingly considering bonds as a planning solution?
The landscape of wealth preservation and transfer has changed significantly in recent years, with families across Norfolk, Suffolk, and Essex increasingly recognising bonds as effective tools for intergenerational planning. As traditional ways of passing wealth between generations face growing challenges from tax issues and regulatory changes, bonds offer a refined solution that can protect and grow family assets while offering flexibility for future generations.
WHAT CAN TAXPAYERS ACROSS NORFOLK, SUFFOLK, OR ESSEX EXPECT FROM THE 2025 AUTUMN BUDGET?
With government expenditure increasing, all eyes are on Chancellor Rachel Reeves as she prepares to unveil the Autumn Budget. This year, significant changes to tax regulations are expected to affect individuals and businesses alike. While Labour pledged in its 2024 manifesto not to raise income taxes for “working people,” the need for additional revenue suggests the Chancellor may explore other avenues to meet financial requirements.
D G Financial Services Ltd
Diss Business Hub (DBH 29), Hopper Way, Diss, Norfolk, IP22 4GT
Telephone: 01206 393264
Email: info@dgfs.biz
D G Financial Services Ltd is registered in England and Wales no. 06405618. Registered office, 47 Butt Road, Colchester, Essex, CO3 3BZ.
D G Financial Services Ltd is Authorised and regulated by the Financial Conduct Authority.
D G Financial Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 523247.
If you wish to register a complaint, please write to russell.golledge@dgfs.biz or telephone 01206 393264
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.
Cookie Policy | Terms & Conditions | Privacy Policy
© Copyright 2020. D G Financial Services Ltd. All rights reserved.
Call us now on
01379 454508
