Author: MJB Partnership

The Spring Statement was delivered on 23rd March and although it is not a mini budget, it contained the following changes designed to help families, particularly in light of inflation having been announced at 6.2%. The highlights of this are…

This month’s edition focuses on: Year End Tax Planning Retirement Capping Social Care Costs in England CLIENT NEWSLETTER – January 2022

Although there are no official restrictions in place we are still being careful. Hand sanitiser is provided by the door and we are still using a screen if you have a meeting with your adviser in the office. We are…

Following the Government’s plan B announcement on the 8th December, we are updating our work practices and they are as follows: Advisers have been working largely from home and this will continue.  They will be visiting and using the office…

The Autumn Budget was held on the 27th October 2021.  As far as financial planning is concerned, very little has changed. The minimum age at which pensions can be accessed is currently 55, but this will be changed to age…

This edition focuses on: Inflation Redrawing the Tax Calendar Pensions Lifetime Allowance The Budget September 2021 Client Newsletter

Following the government’s relaxation of restrictions we have started to welcome more clients into the office. We are still using a screen to ensure 1 metre plus social distancing restrictions are maintained. If you would still prefer to contact your…

This edition focuses on: The inclusion of Exchange Traded Funds (ETF’s), Pension age changes, Plans to increase the main Corporation Tax Rate. CLIENT NEWSLETTER – MAY 2021

It was good to have confirmed yesterday (10th), that as of Monday 17th May, restrictions will be eased in various ways, some of which will have an impact on how businesses can operate. We are now in a position to…

As you are no doubt aware, restrictions will be easing from Monday 12th April 2021 and businesses can open. We are now permitted to see clients, where necessary, either in their homes or in the office, provided that Covid precautions…