News

The rules of intestacy in England and Wales have changed Blog

The rules of intestacy in England and Wales have changed

The rules around people dying intestate, or without a will, have changed from 1st October…

Diane PhillipsOctober 9, 2014

Changes to Taxation on Pension Death Benefits Blog

Changes to Taxation on Pension Death Benefits

George Osborne, The Chancellor of the Exchequer has just announced that from April 2015 there…

Diane PhillipsOctober 9, 2014

October Market Commentary Blog

October Market Commentary

Throughout the summer this bulletin has been focused on events in the Ukraine, now we…

Diane PhillipsOctober 3, 2014

Pensions – Freedom and Choice – September update Blog

Pensions – Freedom and Choice – September update

Back in March, the chancellor George Osborne announced major changes for money purchase Pension schemes.…

Diane PhillipsSeptember 23, 2014

Scottish Independence Results – Update Blog

Scottish Independence Results – Update

The news has been dominated for some time by the Scottish vote on independence. There…

Diane PhillipsSeptember 22, 2014

Lasting Power of Attorney Blog

Lasting Power of Attorney

Rarely is there a more sensitive time within a family than when someone close is…

Diane PhillipsSeptember 12, 2014

HMRC – Tax Return Amnesty Blog

HMRC – Tax Return Amnesty

Do you have any undeclared income? If so, you may be able to take advantage…

Diane PhillipsSeptember 12, 2014

Have you claimed your tax relief on pension contributions? Blog

Have you claimed your tax relief on pension contributions?

Are you one of the many individuals who have not yet claimed the higher rate…

Diane PhillipsSeptember 12, 2014

September Market Commentary Blog

September Market Commentary

The phrase ‘the world looked a dangerous place’ has been used many times to describe…

Diane PhillipsSeptember 3, 2014

VCTs and EIS compared Blog

VCTs and EIS compared

Both are high risk investments – but both have the potential of high reward…

Diane PhillipsAugust 18, 2014