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News

As your personal circumstances and legislation change, we believe that it is important to keep you up to date with the latest information. We do this by providing you with:

  • The latest industry news.
  • Details of changes in legislation.
  • Advice on dealing with changing legislation.
  • Details of new services available from our practice.
Posted on 4th March 20214th March 2021

2021 Spring Budget Summary

There were no major shocks in today’s Budget, although there were a number of ‘stealth’ tax increases which are not initially apparent, relating to the freezing of tax allowances and …

Continue reading “2021 Spring Budget Summary”

Posted on 24th November 202024th November 2020

Is the Rate of Capital Gains Tax Going Up?

In July 2020, the Chancellor asked the Office of Tax Simplification (OTS) to carry out a review of Capital Gains Tax (CGT), to “identify opportunities relating to administrative and technical …

Continue reading “Is the Rate of Capital Gains Tax Going Up?”

Posted on 9th November 20209th November 2020

Channelling Pension Funds to the Right Beneficiary

Within our last Newsletter, I mentioned the importance of ensuring that the ‘Expression of Wish’ in relation to your Personal Pension is completed in such a way as to give …

Continue reading “Channelling Pension Funds to the Right Beneficiary”

Posted on 5th November 20205th November 2020

The Importance of the Expression of Wish

Payment of Death Benefits from a Personal Pension An issue I mention in every Financial Planning Review (ad nauseum some might say!) is to ensure that your ‘Expression of Wish’ …

Continue reading “The Importance of the Expression of Wish”

Posted on 7th April 20207th April 2020

Are we just starting to turn the corner?

Two weeks into the lockdown in the UK, whilst I doubt that ‘normal’ is the correct word, general acceptance and tolerance is becoming more apparent. There are some small rays …

Continue reading “Are we just starting to turn the corner?”

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