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…
AUTUMN BUDGET 2021 OVERVIEW
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…
CLIENT NEWSLETTER
This edition focuses on: Inflation Redrawing the Tax Calendar Pensions Lifetime Allowance The Budget September 2021 Client Newsletter
MJB – AUGUST 2021 – CORONAVIRUS (COVID-19) UPDATE
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…
CLIENT NEWSLETTER
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
MJB – MAY 2021 – CORONAVIRUS (Covid-19) UPDATE
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…
MJB – APRIL 2021 – CORONAVIRUS (COVID-19) UPDATE
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…
Budget Summary – Spring 2021
We are pleased to share with you our summary of the key announcements made in the Budget on Wednesday 3rd March. The structure of this Budget, like its predecessor, was driven by the pandemic’s impact on the economy. With some…
MJB – January 2021 – Coronavirus (COVID-19) Update
Since the second national lockdown began on 6th January 2021, we have had to employ stricter measures within the office. We will not be holding any face-to-face meetings within the office and I think it ‘goes without saying’ that advisers…
MJB – CORONAVIRUS (COVID-19) UPDATE – FOLLOWING 22 SEPT GOVERNMENT GUIDELINES
Following the announcements made by the government on the 22 September, we have had to revert back to our previous working conditions as per our Coronavirus (Covid-19) Update posted on the 22nd June 2020. Despite the office being open for…