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The new tax year means new savings opportunities, tax windows opening and changes in allowances. Here are a few updates for this ‘New Year’ and how we can help you kick-start the new window.
It's probably fair to say today's budget is one of the most highly anticipated budgets due to the current global pandemic. The Wealth Management team listened in this afternoon and summarised the main points.
As we head towards the end of the tax year, here are some tips which can help make the most of the money in your pension plan before the year is up.
However you’re spending your time during this period, we recommend making time for a full financial health check.
To coincide with Blood Pressure UK’s ‘Know Your Numbers’ week (7th – 13th September 2020), we’re taking look at what blood pressure is, what can cause it to become too high and the steps you can take to keep it under control.
When you’re looking for a health insurance policy, the marketplace can feel daunting, using a broker who specialise in health and protection, is one way to cut back on the amount of research you need to do to get the best policy for you.
Have you had a number of jobs over the years? When you leave a company and stop contributing to their pension scheme you don’t lose what you built up, but there could be a number of advantages in consolidating your various pensions into one.
We discuss the main opportunities for minimising the impact of Inheritance Tax (IHT) and the importance to seek specific professional advice that is appropriate to you and your circumstances, a tailor-made solution is almost always necessary.
Wills are never an easy topic, but an important one to have. Having a conversation with your partner and family about these difficult topics is important because losing someone, especially a spouse or partner, can have a huge impact on your finances for months or even years to come if you’re not prepared.
We hope everyone is keeping well in these uncertain times. With the speed of recent developments, we want to ensure communications are kept up this week. Many of you have been in touch with us during this period and hopefully, those calls have been useful. As we get deeper into this COVID-19 period it's key we keep rationalising the situation.
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