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:
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”
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’ …
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 …