Don’t miss the ISA deadline

Date Added:  15-03-2017  File Type: .pdf  Filesize: 208kb

Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit for 2016/17 is £15,240, rising to £20,000 in 2017/18. Anyone wishing to utilise their allowance should do so before the deadline on Wednesday 5 April 2017.


Pension booster

Date Added:  15-03-2017  File Type: .pdf  Filesize: 238kb

Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research.


Safeguarding wealth for future generations

Date Added:  15-03-2017  File Type: .pdf  Filesize: 743kb

Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you to safeguard your wealth for future generations.


Forgotten pensions

Date Added:  16-01-2017  File Type: .pdf  Filesize: 140kb

The extent to which pension policies are being forgotten has been revealed in research from Aviva. A survey of almost ten thousand people who hold a pension has revealed that just under one in eight (13%) admitted they have at least one pension that they had forgotten about. This is equal to more than 2.5 million pension policies currently sitting in the back of people’s minds


2016/17 Year End Planning

Date Added:  16-01-2017  File Type: .pdf  Filesize: 78.5kb

The 2016/17 year end for tax planning purposes is now only a matter of months away, with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them. It is also about maximising your net income and creating opportunities to invest and save tax-efficiently for the current and future needs of your business, your family and yourself.


2017 investment outlook

Date Added:  16-01-2017  File Type: .pdf  Filesize: 81.6kb

After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth and political events such as Brexit and the US elections.


Planning for life beyond work

Date Added:  20-12-2016  File Type: .pdf  Filesize: 97kb

Nobody knows quite what the future holds. Changing life plans and priorities will mean we encounter varying income needs and goals throughout our life, and when saving for retirement certain innate behavioural traits will influence our decision-making.