by Admin | Aug 19, 2020 | Articles, Blog, Entrepreneur, Estate Planning & Wills, Financial Advice, Financial Planning, Homes and Property, Parents, Pensions, Protecting What Counts, Retirement, Retiring, Saving and Investing, Taxation
Your destiny is now in your own hands If you are in your 50s or 60s, your thoughts are probably turning towards retirement. When should you retire? How much money do you need? In trying to answer these questions, you face a problem. Because of longevity trends, we are...
by Admin | Aug 15, 2020 | Articles, Blog, Entrepreneur, Financial Advice, Financial Planning, Pensions, Protecting What Counts, Saving and Investing, Taxation, Workplace
Wait for the bad weather to pass and stay the course Volatility fluctuates based on where we are in the economic cycle, but it is a normal feature of markets that investors should expect. When stock markets start correcting, daily injections of bad news may sound as...
by Admin | Dec 10, 2019 | Blog, Financial Advice, Financial Planning, Taxation
Once we enter January, the end of the 2019/20 tax year will be just over three months away on 5 April. As this date approaches, the window of opportunity reduces if you want to make the most of valuable allowances, reliefs and exemptions that could help reduce your...
by Admin | Nov 1, 2018 | Blog, Taxation
Most commentators would agree that the 2018 budget contains little in the way of surprises with the biggest changes coming in personal taxation especially in relation to individual tax rates. This is summary of the key measures and how they will affect personal...
by Admin | Jun 1, 2018 | Articles, Financial Planning, Taxation
It’s important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us, and a raft of new changes have come into force. The good news is that the overall tax burden is little changed for basic-rate taxpayers, but there are...
by Admin | Mar 28, 2018 | Articles, Blog, Financial Advice, Taxation, Working Women
Have you utilised all your year-end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5 April, if appropriate to your particular situation, we’ve provided some tax planning tips to help you maximise the use of your various tax allowances and...
