End of Tax Year Planning

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We 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

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This 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…

Summer Budget Summary

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So we have had the first Budget from the new majority Government, and there are some changes afoot!  I’ve summarised the points which we feel will affect you and also how we can help you plan to take advantage of the changes. Let’s look…

Pension Legislation Changes

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Big 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

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It’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…

Increased ISA Limit Now Available!

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From today, you are able to take advantage of the increased ISA allowance of £15,000 per person.  For Junior ISA’s this increases to £4,000. Following on from our Early Bird ISA note, I thought it was worth repeating some of this…

Early Bird Catches the Worm…

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2014 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…

2014 Budget Summary

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TIME FOR CHANGE You have no doubt seen the headlines about Wednesday’s budget and many of you will have been inundated with budget reports. I have therefore tried to focus on the issues that affect your financial planning. I think that we…

Personal Lifetime Allowance

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Will 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…

End of year tax planning

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The 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…