Your New Year Resolution – Review My Finances

It’s that time of year again. A new year, time for resolutions, time to start that diet, time to get into shape. It’s also time to resolve to review your finances. Are your retirement plans on course? How are your investments doing? Have you looked at your inheritance plans etc. 2025 saw a number of changes in IHT, pensions and investments particularly in light of the 2025 budget changes.

At McNeil Stevens we’re ready to help you review your plans and face the future. If you want to get your 2026 off to a flying start call us on 07590 828227 or e.mail me at ken@mcneilstevens.com.

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