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Running out of time

End of Tax Year Planning 2021

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Well, it has been quite a year since our last End of Tax year email, hasn’t it! To reassure you, this note has nothing to do with homeschooling, social distancing, masks, not getting an Ocado order for 6 weeks because people are panic buying…

A FEW MORE PENNIES FOR YOUR POCKET

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As we have entered the new tax year, we thought it would be helpful to remind you of the changes that were revealed during the autumn Budget and how these may affect you. Personal Allowance   For those earning under £100,000 per annum…

End of 2017 Tax Year Reminder

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The 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…

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…

Early bird catches the worm...

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2015 ISA Investments As the new tax year has started, I wanted to remind you about the ISA allowances you have available to you now. ISA’s ISA's are one of the most tax efficient and flexible means of saving. Each year we remind…

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…

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…

End of Tax Year Planning

As you know from our previous mailings at this time of year, we want to make sure that you are aware and are using all of the tax efficient allowances available to you. The end of the tax year is a Saturday (5th April) and so the 4th April is…