News and Updates

10 May Safeguarding wealth for future generations

New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations. Although often in the news, Inheritance Tax (IHT) is still not widely...

Read More

11 Apr Pension Booster -Setting goals for retirement

Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set the Right Goals study from Zurich UK found that those who set specific goals for when they are aged 65 or over are more likely...

Read More

14 Feb Tax Efficiency Clinics

The 2016/2017 Tax Year End is almost upon us. Come to one of our Tax Efficiency Clinics being held throughout February and March to speak to one of our expert Advisers and find out how you could reduce your tax bill. Sessions are arranged on a...

Read More

27 Jan 2016/17 Year End Planning

The 2016/17 year end for tax planning purposes is now only a matter of months away, with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them....

Read More
Middle aged couple on a bike

05 May Pension Freedoms Explained

The Government has now confirmed details of its proposed overhaul of the pension system. The key elements of the plans begin with the minimum pension age increasing to 57 from 2028, and the state pension age rising to 67 at the same time, which will affect...

Read More
A five pound note and coins

29 Apr Tax Efficient Investments

By understanding which investments are the most tax-efficient, you can make the most of your options to minimise how much tax you pay. As well as deciding what to invest in, you need to think about how you’re going to hold your investments. Choosing tax-efficient...

Read More
A piggy Bank

25 Apr Lifetime Individual Savings Account

A new Lifetime Individual Savings Account (ISA) was introduced in the last budget. You can save up to £4,000 each year, and receive a government bonus of 25% – that’s a bonus of up to £1,000 a year. You can use some or all of...

Read More