News

In light of the government announcement made yesterday (23 March), we have made the decision to stop all appointments with clients in the office. Advisers will no longer be able to visit your home.  All corresponding will need to be…

Further to our update on the 13th March, we have made the decision not to hold normal face-to-face appointments in the office. We are, however, still open and staff that are NOT in a ‘high risk category’ are still intending…

Budget Day started with an announcement by the Bank of England that the base interest rate will reduce from 0.75% to 0.25%. Income Tax allowances and thresholds remain unchanged. The ISA allowance remains at £20,000 but the Junior ISA contribution…

The office is currently running as normal with no changes to opening hours.  However, we have the ability to work remotely as part of our client records are ‘cloud based’.  If necessary, or if you would prefer, we can conduct reviews…

This edition focuses on an early start to year end tax planning, a strong growth in dividend income and changes to company car tax, amongst other things…. Client Newsletter – November 2019

This edition discusses the tendency of persons of State Pension Age to continue to work, the emergence of the Chinese economy and the various tax allowances available to UK tax payers…. Client Newsletter – June 2019

Read details of the individual tax rates for the year 2019/20.

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