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Case study – Building a tax efficient investment portfolio Blog

Case study – Building a tax efficient investment portfolio

The situation Upon disposal of his business, Steve accumulated a capital lump sum. He needed to…

Diane PhillipsJanuary 12, 2015

January Market Commentary Blog

January Market Commentary

Traditionally, December is a ‘slow news’ month. Like August, the great and the good spend…

Diane PhillipsJanuary 5, 2015

Autumn Statement 2014: Significant changes that may affect you… Blog

Autumn Statement 2014: Significant changes that may affect you…

With an election approaching in 2015, and after the widespread changes announced in the Budget…

Diane PhillipsDecember 4, 2014

December Market Commentary Blog

December Market Commentary

November saw the G20 group of world leaders meeting in Canberra. The summit was notable…

Diane PhillipsDecember 2, 2014

Case Study – Preparing to Retire Early Blog

Case Study – Preparing to Retire Early

The Situation A married couple were referred to us by an existing client. They had…

Diane PhillipsNovember 14, 2014

Your Pension Options From April 2015 – Made Simple! Blog

Your Pension Options From April 2015 – Made Simple!

Over recent weeks and months, much has been written in the financial press about the…

Diane PhillipsNovember 14, 2014

Lasting Powers of Attorney: The Power of Positive Planning Blog

Lasting Powers of Attorney: The Power of Positive Planning

Lynette Viney-Passig is a Solicitor & Director with Swayne Johnson Solicitors. As Head of Private…

Diane PhillipsNovember 13, 2014

November Market Commentary Blog

November Market Commentary

In all the time we’ve been writing these market commentaries it’s difficult to remember a…

Diane PhillipsNovember 3, 2014

Stock Market Falls – October 2014 Blog

Stock Market Falls – October 2014

On 3rd September this year, the FTSE 100 index briefly touched 6,898.62: this was within…

Diane PhillipsOctober 21, 2014

Top Ten Tax Tips Blog

Top Ten Tax Tips

Here are 10 top tips to help mitigate the tax you pay.

Diane PhillipsOctober 9, 2014