Financial planningFor individuals Are you investing in Active Funds? Be aware… A recent report has highlighted that savers are losing significant sums of money by investing…Diane PhillipsOctober 16, 2013
Blog Why should I make a Will? In this modern age of complex financial affairs, extended families and increased litigation, making a…Diane PhillipsOctober 16, 2013
For individuals How to ensure you aren’t paying too much tax… Are you one of the many individuals struggling to complete your online tax return in…Diane PhillipsOctober 16, 2013
For individuals Savers are being hit by low interest rates and high inflation The Bank of England base rate has been set at 0.50% for over 4 years…Diane PhillipsSeptember 16, 2013
Financial planning What you should know about buying a pension income What should you consider when securing an income in retirement? The economic crisis in 2008…Diane PhillipsSeptember 16, 2013
For businesses Filing deadlines – don’t get stuck with a penalty!! In addition to the two standard £100 late filing penalties, HMRC now have the ability…Diane PhillipsSeptember 16, 2013
For individuals Are you looking to retire soon? You should read this first It is crucial that you understand that your existing pension provider will not necessarily be…Diane PhillipsAugust 15, 2013
For individuals HMRC Tax Return Amnesty Taxpayers who have failed to submit tax returns previously requested by HMRC, have been offered…Diane PhillipsAugust 15, 2013
For individuals 3 things you should know about life assurance 1. With any existing life cover, you have already survived a part of the period…Diane PhillipsAugust 15, 2013
For individuals 4 reasons why you should review your pension Can you reduce your charges? Over the last 20 years, pension products have developed greatly…Diane PhillipsJuly 5, 2013