
• Dividend tax will increase by 2% from April 2026
• A new yearly charge will apply to homes worth over £2 million from 2028
• Tax relief on salary-sacrifice pension contributions will be capped from 2029
• State Pension will rise by 4.8% in April 2026
• The two-child limit on child benefits is being removed
• Minimum wage will rise to £12.71/hour
• From 2027, Cash ISAs will be limited to £12,000 per year for savers under age 66
• Stocks & Shares ISA stays at £20,000
• The government plans to modernise investment schemes like EIS and VCT
• Higher dividend tax will affect how you draw income from your business
• Free apprenticeships will be offered for under-25s
• Business rates relief will continue for certain sectors
• From 2028, homes worth over £2 million will face a new yearly charge
• No changes to stamp duty were announced
• Landlords may see lower returns due to rising taxes
• Fuel duty and rail fares remain frozen
• Prescription charges stay at £9.90
• More families will qualify for child benefit
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“Zomi Wealth’’ is a trading name of Zomi Group Limited who are authorised and regulated by the Financial Conduct Authority (FCA), FRN 149309. Past performance is not indicative of future returns. An investor may get back less than the amount invested. Information on past performance, where given, is not necessarily a guide to future performance. The capital value of units in the fund can fluctuate and the price of units can go down as well as up and is not guaranteed. The opinions and views expressed in this newsletter may not necessarily reflect the views of Zomi Group l Limited or its affiliates. The information provided in this newsletter is for informational purposes only and does not constitute a recommendation from any Zomi Group Limited entity to the recipient. Zomi Group Limited is not providing any financial, economic, legal, investment, accounting, or tax advice through this newsletter or to its recipient. Certain information contained in this newsletter constitutes “forward-looking statements,” and there is no guarantee that these results will be achieved. Zomi Group Limited has no obligation to provide any updates or changes to the information in this newsletter. Zomi Group Limited always recommends that the recipient take independent financial advice. Alternative investments often engage in leverage and other investment practices that are extremely speculative and involve a high degree of risk. Such practices may increase the volatility of performance and the risk of investment loss, including the loss of the entire amount that is invested. These investments are usually highly illiquid and generally not transferable without the content of the sponsor.
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