For individuals Life Insurance – have you got enough? Most people do not think twice about protecting their homes or cars, but how many…Diane PhillipsMarch 3, 2014
Financial planningFor individuals Pension income – annuities Much has been written in the press recently about the options available when you choose…Diane PhillipsMarch 3, 2014
For businesses Year End Tax Planning – Corporate Whilst the end of the tax year on 5th April 2014 does not always tie…Diane PhillipsMarch 3, 2014
Financial planningFor individuals Lifetime allowance / Annual Allowance In November, we wrote an article on the changes to the Lifetime Allowance and Annual…Diane PhillipsFebruary 3, 2014
Financial planningFor individuals Year end tax planning, some helpful suggestions… In financial services, the approach of spring means two things: the Budget and the end…Diane PhillipsFebruary 3, 2014
For businesses Consider your Capital Gains Tax position Capital Gains Tax is a tax on the profit or gain you make when you…Diane PhillipsFebruary 3, 2014
Financial planningFor businessesFor individuals Autumn Statement 2013 Overview Introduction David Cameron – freshly back from his trade mission to China – looked on…Diane PhillipsDecember 6, 2013
Financial planningFor individuals Six Ways to Transfer Wealth It’s been easy to look at the news headlines over the past two or three…Diane PhillipsNovember 20, 2013
For individuals Is tax-free cash under threat? The Pension Policy Institute recently published a paper on the inequalities of the tax relief…Diane PhillipsNovember 20, 2013
Financial planningFor individuals Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots If you are lucky enough to have a pension pot or a pension plan that…Diane PhillipsNovember 20, 2013