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All Posts By

Diane Phillips

Why you need help in drawing your Personal Pension benefits Financial planningFor individuals

Why you need help in drawing your Personal Pension benefits

Diane Phillips
Diane PhillipsSeptember 25, 2012
Retail Distribution Review (RDR) – what is it? Financial planning

Retail Distribution Review (RDR) – what is it?

Much press has been written lately with the headline, Retail Distribution Review, or RDR, but…
Diane Phillips
Diane PhillipsSeptember 16, 2012
September Market Commentary Financial planning

September Market Commentary

Anyone remember August 2007? Kanye West was number one with Stronger, Sven-Goran Eriksson was Premier…
Diane Phillips
Diane PhillipsSeptember 14, 2012
Business Protection – can you afford not to have it? Financial planning

Business Protection – can you afford not to have it?

Running a successful and profitable company is difficult at the best of times, and in…
Diane Phillips
Diane PhillipsSeptember 14, 2012
Personal protection – what is it and why should we have it? Financial planning

Personal protection – what is it and why should we have it?

In years gone by, many of us were used to the local insurance man calling…
Diane Phillips
Diane PhillipsAugust 29, 2012
Higher rate pension savers missing out on tax relief Financial planning

Higher rate pension savers missing out on tax relief

Figures from HMRC show that 55 per cent of the estimated 900,000 higher rate taxpayers…
Diane Phillips
Diane PhillipsAugust 29, 2012
Key tax deadlines – be aware Financial planning

Key tax deadlines – be aware

Recent changes to legislation have led HMRC to being given more power than ever before…
Diane Phillips
Diane PhillipsAugust 29, 2012
A day in the life of…Karen Robinson Our news

A day in the life of…Karen Robinson

Last month we took a look at a ‘day in the life of’ our Tax…
Diane Phillips
Diane PhillipsAugust 13, 2012
August market commentary Financial planning

August market commentary

Last year it was Greece: this year, it’s Spain. Summer comes around, and with it…
Diane Phillips
Diane PhillipsAugust 9, 2012
Are you selling your Olympic torch? Financial planning

Are you selling your Olympic torch?

Her Majesty’s Revenue and Customs (HMRC) have just issued timely guidelines about selling Olympic torches…
Diane Phillips
Diane PhillipsAugust 9, 2012
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