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Tax Deadlines Financial planning

Tax Deadlines

Recent legislation changes have led to HMRC being given more power than ever before when…
Diane Phillips
Diane PhillipsDecember 17, 2012
The Autumn Statement – what it means to you Financial planningFor businessesFor individuals

The Autumn Statement – what it means to you

The economy was still the top issue for the Government as the Chancellor delivered his…
Diane Phillips
Diane PhillipsDecember 6, 2012
Tax saving opportunities of Recycling Pension Income Financial planningFor businessesFor individuals

Tax saving opportunities of Recycling Pension Income

There are many reasons why those over the age of 55 may need to access…
Diane Phillips
Diane PhillipsNovember 21, 2012
Setting financial goals Financial planningFor individuals

Setting financial goals

Why set goals? And specifically, why set financial goals?
Diane Phillips
Diane PhillipsNovember 21, 2012
Child Benefit Update Financial planningFor individuals

Child Benefit Update

HMRC have now released details on how the withdrawal of Child Benefit from 7 January 2013…
Diane Phillips
Diane PhillipsNovember 21, 2012
Are you receiving full tax relief on your business mileage? Financial planningFor businesses

Are you receiving full tax relief on your business mileage?

Many companies pay mileage allowance when using your personal car for business travel below the approved…
Diane Phillips
Diane PhillipsNovember 7, 2012
Workplace pension advice – the most common questions Financial planningFor businesses

Workplace pension advice – the most common questions

Pensions are far from simple, many in our industry take a certain level of knowledge…
Diane Phillips
Diane PhillipsNovember 7, 2012
Real Time Information (RTI): what is it and how will it affect your company? Financial planning

Real Time Information (RTI): what is it and how will it affect your company?

Between April and October 2013, all employers and pension providers will have to move to…
Diane Phillips
Diane PhillipsNovember 7, 2012
Grandparents can make a grandchild a millionaire from just £240 per month Financial planningFor individuals

Grandparents can make a grandchild a millionaire from just £240 per month

According to data produced by Skandia, if grandparents put just £240 a month (which equates…
Diane Phillips
Diane PhillipsOctober 22, 2012
The end of Gender Discrimination on Life Insurance and Annuities Financial planningFor individuals

The end of Gender Discrimination on Life Insurance and Annuities

For as long as we can all remember, the price we pay for insurance has…
Diane Phillips
Diane PhillipsOctober 22, 2012
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0161 975 6700 askus@cullenwealth.co.uk

Authorised and regulated by the Financial Conduct Authority (FCA).

Cullen Wealth Ltd trading office: 2 Riverview, Embankment Business Park, Vale Road, Heaton Mersey, Cheshire, SK4 3GN

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Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

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Contact FOS at www.financial-ombudsman.org.uk

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