Lifetime allowance / Annual Allowance 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
Year end tax planning, some helpful suggestions… 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
Consider your Capital Gains Tax position 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
Autumn Statement 2013 Overview 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
Six Ways to Transfer Wealth 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
Is tax-free cash under threat? 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
Understanding the new rules around Lifetime Allowance, fixed protection and individual protection for large pension pots 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
Are you investing in Active Funds? Be aware… 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
Why should I make a Will? 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
How to ensure you aren’t paying too much tax… 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