Life Assurance for Business Owners – you could save money? Financial planningFor businesses Life Assurance for Business Owners – you could save money? As a business owner, it is possible to purchase personal life cover through your business,…Diane PhillipsApril 15, 2014
Budget 2014 Overview Blog Budget 2014 Overview The Chancellor delivered the 2014 Budget to Parliament yesterday and, as usual, the announcements madeDiane PhillipsMarch 20, 2014
Life Insurance – have you got enough? For individuals Life Insurance – have you got enough? Most people do not think twice about protecting their homes or cars, but how many…Diane PhillipsMarch 3, 2014
Pension income – annuities Financial planningFor individuals Pension income – annuities Much has been written in the press recently about the options available when you choose…Diane PhillipsMarch 3, 2014
Year End Tax Planning – Corporate For businesses Year End Tax Planning – Corporate Whilst the end of the tax year on 5th April 2014 does not always tie…Diane PhillipsMarch 3, 2014
Lifetime allowance / Annual Allowance Financial planningFor individuals Lifetime allowance / Annual Allowance In November, we wrote an article on the changes to the Lifetime Allowance and Annual…Diane PhillipsFebruary 3, 2014
Year end tax planning, some helpful suggestions… Financial planningFor individuals Year end tax planning, some helpful suggestions… In financial services, the approach of spring means two things: the Budget and the end…Diane PhillipsFebruary 3, 2014
Consider your Capital Gains Tax position For businesses Consider your Capital Gains Tax position Capital Gains Tax is a tax on the profit or gain you make when you…Diane PhillipsFebruary 3, 2014
Autumn Statement 2013 Overview Financial planningFor businessesFor individuals Autumn Statement 2013 Overview Introduction David Cameron – freshly back from his trade mission to China – looked on…Diane PhillipsDecember 6, 2013
Six Ways to Transfer Wealth Financial planningFor individuals Six Ways to Transfer Wealth It’s been easy to look at the news headlines over the past two or three…Diane PhillipsNovember 20, 2013