
End of 2017 Tax Year Reminder
Lifestyle Financial Planning, News, Retirement PlanningThe 5th April will soon be upon us and it is time to make sure you have used up all of your allowances for the current tax year.
Here is a list of all the main tax planning opportunities available to you...
Pensions – current…

Are you missing out?
Lifestyle Financial Planning, Retirement PlanningBOOST YOUR PENSION SAVING THROUGH CARRY FORWARD
In 2010 the annual pension contribution allowance was £255,000 per annum, this has since been cut to just £10,000 for higher earners in 2016. Could carry forward be next on the chancellor’s…

End of Tax Year Planning
Lifestyle Financial Planning, News, Retirement PlanningWe are getting in a little earlier this year to make sure that you are aware and are using all of the tax efficient allowances available to you. There are some big changes coming up in April and you may need some time to do a bit of planning.
First…

Pension Contribution Changes
Lifestyle Financial Planning, News, Retirement PlanningThis might be the last year that you can make a significant pension contribution. You may be affected and you should seek our advice immediately.
There have been changes made to the amount of pension contributions that you can make in the…

Pension Legislation Changes
Lifestyle Financial Planning, News, Retirement PlanningBig changes afoot!
“People who have worked hard and saved all their lives should be free to choose what they do with their money”. George Osborne
This is one of the biggest shake ups in pensions for a very long time and will offer you…

End of Tax Year Planning 2015
Lifestyle Financial Planning, News, Retirement PlanningIt’s coming up to that time of year to make sure that you are aware and are using all of the tax efficient allowances available to you. There will also be some huge changes in pension legislation with effect from the 6th April and I am going…

Early Bird Catches the Worm…
Lifestyle Financial Planning, News, Retirement Planning2014 ISA INVESTMENTS
In the past, we have always contacted you towards the end of the tax year about using up your ISA allowance, but this year we thought we would start early.
ISA’s
As you know, ISA's are one of the most tax efficient…

Personal Lifetime Allowance
Lifestyle Financial Planning, News, Retirement PlanningWill you be affected by the Lifetime Allowance on your pension fund?
You may have seen a number of articles recently on lifetime allowances. The note below outlines the rules associated with the allowances and we stress that the best way…

Blowing our own horn
Lifestyle Financial Planning, News, UncategorizedWe were recently featured on the front cover of a prominent industry publication and we thought that you would be interested to hear what we had to say, along with getting a look at the Carrington team.
Please click here to view the New…

End of year tax planning
Investment Update, Lifestyle Financial Planning, Retirement PlanningThe nights are getting lighter and spring is around the corner, which means that the tax year is coming to an end. There is some basic planning that you should consider before April 5th to make sure you do not lose out on tax savings that…

Freedom to pursue your dreams
Case Study, Lifestyle Financial Planning, NewsLife can be quite hectic. With the pressures of work, raising a family and a busy social life you can often lose sight of your dreams. The treadmill continues on, with little time to pause, reflect, and consider what you really want from your…

The Carrington approach
Lifestyle Financial PlanningEverything we do here at Carrington adheres to our core beliefs: clarity, integrity and transparency. When it comes to looking after our clients' wealth, we act with the utmost care and provide a service that is genuinely aligned to their individual…
