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Automatic enrolment: what you need to know Blog

Automatic enrolment: what you need to know

A new law means that every employer must automatically enrol workers into a workplace pension…

Diane PhillipsMay 12, 2015

£10,000 to Francis House Blog

£10,000 to Francis House

Congratulations and thank you if you referred us to another client, as that raised £5,000…

Diane PhillipsMay 12, 2015

General Election 2015 – The Analysis Blog

General Election 2015 – The Analysis

We have waited for the election dust to settle before sharing our thoughts on this…

Diane PhillipsMay 12, 2015

Pensions and ISAs compared – how can you decide which is best? Blog

Pensions and ISAs compared – how can you decide which is best?

According to HMRC, 45% of savers in stocks and shares ISAs are aged 55 or…

Diane PhillipsMay 12, 2015

May Market Commentary Blog

May Market Commentary

In the UK April saw the clock ticking down towards the General Election. For the…

Diane PhillipsMay 1, 2015

Case Study – Maximising Pension Benefits Blog

Case Study – Maximising Pension Benefits

The situation A 60-year old business owner and chief executive had acquired various pension arrangements…

Diane PhillipsApril 16, 2015

Life insurance – have you got enough? Blog

Life insurance – have you got enough?

Most people do not think twice about protecting their homes or cars but how many…

Diane PhillipsApril 16, 2015

Freedom at Last! Blog

Freedom at Last!

With the start of the 2015/16 tax year, we see the introduction of new freedom…

Diane PhillipsApril 16, 2015

April Market Commentary Blog

April Market Commentary

The focus in March inevitably turned towards the UK Budget – delivered by Chancellor George…

Diane PhillipsApril 2, 2015

Another great tax saving opportunity! Blog

Another great tax saving opportunity!

From the 6th April married couples and civil partners will be able to cut their…

Diane PhillipsMarch 6, 2015