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:
After much dithering by successive Governments, most of us face an increase in taxation from April 2022 to fund long awaited reforms in social care and additional support for the …
Continue reading “How might you be affected by the new ‘Health and Social Care’ levy?”
So much has changed over the past fifteen months that a change of office address seems somewhat insignificant, but I am pleased to let you know that we are moving …
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 …
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?”
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”