Changes to Inheritance Tax (IHT) – it’s complicated! Blog Changes to Inheritance Tax (IHT) – it’s complicated! By 2020-21 couples could be free of IHT on up to £1m of their wealth…Diane PhillipsMay 19, 2017
Pre-election summary 2017 Blog Pre-election summary 2017 Following the dissolution of parliament last week, party leaders have hit the election campaign trail.…Diane PhillipsMay 11, 2017
May Market Commentary Blog May Market Commentary Introduction It’s difficult to know where to begin this month. In France? Where we now…Diane PhillipsMay 3, 2017
New tax year – limits and allowances Blog New tax year – limits and allowances Plan early Why not use your ISA and Pension allowances now rather than waiting until…Diane PhillipsApril 24, 2017
Theresa May calls surprise early election Blog Theresa May calls surprise early election During a surprise announcement outside Downing Street on the morning of 18th April, Theresa May…Diane PhillipsApril 19, 2017
April Market Commentary Blog April Market Commentary Introduction It’s tempting to think that Brexit is the only story worth reporting: in fact,…Diane PhillipsApril 3, 2017
Our Year in Review – 2016/17 Blog Our Year in Review – 2016/17 Cullen Wealth have just passed the end of our 19th year of being in business.…Diane PhillipsApril 3, 2017
Brexit Begins… Blog Brexit Begins… Prime Minister Theresa May has formally triggered Article 50 of the Lisbon Treaty marking the…Diane PhillipsMarch 31, 2017
Financial Protection – Peace of Mind BlogFinancial planningFor individuals Financial Protection – Peace of Mind How will your family manage if you are seriously ill, can't work, or should you…Diane PhillipsMarch 23, 2017
The Budget, Tax Year End & Easter Blog The Budget, Tax Year End & Easter It is unusual for us to report that the Chancellor has not meddled further with…Diane PhillipsMarch 15, 2017