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Encashing a Bond – Do you Understand the Tax Implications? BlogFinancial planning

Encashing a Bond – Do you Understand the Tax Implications?

Bonds are great investment tools, whilst invested there are no tax implications, you can take…
Diane Phillips
Diane PhillipsJuly 21, 2014
July Market Commentary Blog

July Market Commentary

June was a good month for British and Chinese manufacturing, a disastrous month for General…
Diane Phillips
Diane PhillipsJuly 2, 2014
Pension or NISA, which one is nicer? Blog

Pension or NISA, which one is nicer?

Radical changes to pensions and ISAs have reopened the debate on where is the best…
Diane Phillips
Diane PhillipsJune 17, 2014
Why you should consider reviewing your Final Salary Pension Scheme Blog

Why you should consider reviewing your Final Salary Pension Scheme

What is a Final Salary Pension Scheme? Also known as a defined benefit pension scheme,…
Diane Phillips
Diane PhillipsJune 17, 2014
Second property rented out – Are you at risk? Blog

Second property rented out – Are you at risk?

Recent legislation changes means that HMRC has more power than ever before when it comes…
Diane Phillips
Diane PhillipsJune 17, 2014
June Market Commentary BlogFinancial planningFor businessesFor individuals

June Market Commentary

Some months we sit down to write this report and think to ourselves, ‘Not much…
Diane Phillips
Diane PhillipsJune 5, 2014
Securing a future for your children and grandchildren Blog

Securing a future for your children and grandchildren

If you are looking to create some financial security for your children, grandchildren or even…
Diane Phillips
Diane PhillipsMay 19, 2014
New Individual Savings Accounts Blog

New Individual Savings Accounts

The Chancellor, George Osborne has changed the rules for ISA’s , here’s a quick summary…
Diane Phillips
Diane PhillipsApril 15, 2014
More changes to Pensions……. BlogFor individuals

More changes to Pensions…….

The Chancellor George Osborne has announced dramatic changes to the way Pensions can be taken…
Diane Phillips
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 made
Diane Phillips
Diane PhillipsMarch 20, 2014
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0161 975 6700 askus@cullenwealth.co.uk

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Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

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Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

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