Contents of the Newsletter

The latest newsletter from The Private Office, sent by their Personal Finance Expert Anna Bowes, covers various important financial topics:

• Opportunity to maximize ISA allowance for the new tax year
• ISA transfer queries and implications on current year's allowance
• Impact of political turmoil on investment markets and retirement plans
• Recent inflation figures and factors influencing them
• NS&I rate hikes on Guaranteed Growth and Guaranteed Income Bonds
• Spotlight on the new Tax Tables for the tax year 2025/26
• Best buy focus on Easy Access accounts and rates

Products Overview

The newsletter introduces various financial products offering competitive rates for savers:

• Monument's Limited Access Saver with an AER of 4.75%
• Atom bank's Instant Saver also offering 4.75% AER
• Charter Savings Bank's Easy Access - Issue 58 providing a 4.56% AER
• Oxbury's Easy Access Limited Edition 2 at 4.58% AER

It emphasizes the importance of reviewing interest rates regularly and switching accounts if necessary to maintain competitive returns.

The Private Office Store

The Private Office operates as a financial advisory and service provider, offering expertise in personal finance matters. They are known for:

• Providing personalized advice on savings, investments, and retirement planning
• Being an award-winning advice firm focused on client engagement and ethical practices
• Offering a range of financial products to cater to various customer needs
• Being authorized and regulated by the Financial Conduct Authority (FCA)

For more information about their services and offerings, you can visit their website at www.theprivateoffice.com