Author: MJB Partnership

Pension Tax relief is unchanged following this budget. The Pension Annual Allowance is unaffected and will remain at £40,000. The main ISA and Lifetime ISA allowances are unaffected, however the Junior ISA allowance will increase from £4,260 to £4,368 in April…

This edition begins with focusing on the Bank of England’s interest rate rise in August 2018. It also considers possibly contents of the Budget and changes to ISAs… CLIENT NEWSLETTER – Autumn 2018

This edition highlights current issues affecting client’s investments and tax changes that we feel may be relevant to you… CLIENT NEWSLETTER – MAY 2018

In advance of the new General Data Protection Regulations (GDPR) coming into force on the 25th May 2018, we have now uploaded our Privacy Policy to our website. You can find it in the Document Library under our About Us…

Read details of the individual tax rates for the year 2018/19.

We are hoping to publish regular Client Newsletters on our website from now on… Here is the first one, which focuses on some areas of financial planning that clients may need to consider towards the end of the financial year.…

For once pension legislation was not changed in the Chancellor’s recent Budget and we think it is good news that tax relief and annual allowances have not been altered. The Budget was relatively quiet with regard to Financial Services and…

Now that the Conservatives are back in Government it has recently been confirmed that the Money Purchase Annual Allowance will be reduced to £4,000. This applies to the current financial year. In addition, the Dividend Tax allowance will be reduced…

Due to parliament being dissolved on 3rd May there was insufficient time for the entire finance bill to be passed. The following proposed changes will therefore, not be going ahead in the timescales previously planned:- The fee payable with an application…

If you are an existing client you are no doubt aware that you have the option to log-in and view the plans you hold with MJB via Web Portal on the ‘Client Log-in’ page of our website. We have emailed…