Personal finance news

Lifestyle
September 27, 2021

University – Fun – Memorable – Career Progressing – Expensive…

A summary of the not inconsiderable costs associated with going to university The soaring cost…
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Tax & Estate Planning
September 17, 2021

National Insurance and Health and Social care Levy

We are still awaiting final details, which we expect to hear more about in the…
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Lifestyle
September 2, 2021

The cost of under-living

Extracted from Retireability. The Executives guide to thriving in retirement Nicholas Platt My clients James…
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Lifestyle
August 25, 2021

Passport Pitfalls: Not Expired DOESN’T Mean Valid 

If you plan to finally enjoy exploring foreign shores read this brief overview of current…
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Retirement & Pensions
August 2, 2021

The Rise in the Minimum Pension Age from 55 to 57

Draft legislation is proposing to increase the National Minimum Pension Age (NMPA) from 55 to…
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Lifestyle
July 26, 2021

Life Expectancy Assumptions & Financial Planning

A very important part of a client’s financial plan, that will indeed impact upon a…
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Tax & Estate Planning
July 20, 2021

Long-term care: is a new tax on its way?

Proposals for a new tax to pay for reforms to the social care system  …
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Tax & Estate Planning
June 24, 2021

The end of the Stamp Duty Holiday

You will recall Chancellor Rishi Sunak Introduced in July 2020, the Stamp Duty Land Tax…
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Tax & Estate Planning
May 14, 2021

Giving: The Fourth Step to Mental Wellbeing and The Win Win of In Lifetime Gifts to Charity

 By Helen Allen, Technical Director and Anna Kavanagh, Operations Director This year, more than ever…
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Tax & Estate Planning
April 21, 2021

Trust Registration service delays

We have been alerting our clients now for over twelve months to the requirement that…
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Lifestyle
March 31, 2021

An Easter message

What is life if, full of care, we have no time to stand and stare?…
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Retirement & Pensions
March 31, 2021

The Lifetime Allowance (LTA) freeze and when to Crystallise

In this article we look at the key planning points to consider when deciding whether…
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Lifestyle
March 31, 2021

Hot cross buns

Hot Cross Buns, Hot Cross Buns…   Figaro magazine, London 1836 pronounced: “This is the…
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Tax & Estate Planning
March 29, 2021

Post Budget ‘Tax Day’ announcements

After much speculation that Tax Day (23 March) would fill in the holes left in…
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Tax & Estate Planning
March 3, 2021

Budget 2021-Are you a winner or loser?

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to…
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Tax & Estate Planning
March 3, 2021

Your 2021 Budget summary

Your 2021 Budget summary On Wednesday 3 March, Rishi Sunak delivered his second Budget as…
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Lifestyle
February 24, 2021

Clubhouse: phenomenon or fad?

Since the New Year you will no doubt have come across on one social media…
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Tax & Estate Planning
February 24, 2021

End of tax year allowances

At the last spending review by Rishi Sunak in November, we expected that this upcoming…
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Tax & Estate Planning
January 21, 2021

The Budget rumours start – Is Rishi going to increase Corporation Tax?

With the Budget now just six weeks away, rumours are emerging…or are they distracting kites…
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