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Welcome to the team…. Our news

Welcome to the team….

In support of the continued increase in corporate and individual clients that we look after,…
Diane Phillips
Diane PhillipsJanuary 20, 2012
Tax tips for 2012 Financial planningFor individuals

Tax tips for 2012

Want to ensure you pay less tax, or reclaim what's owed to you? See below…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Findings reveal head-in-the-sand attitude towards pensions Financial planningFor individuals

Findings reveal head-in-the-sand attitude towards pensions

Despite the recent strikes against cuts in public sector pensions, Aviva reports that most British…
Diane Phillips
Diane PhillipsJanuary 13, 2012
Guaranteed Deposit Investments – too good to be true? Maybe not… Financial planningFor individuals

Guaranteed Deposit Investments – too good to be true? Maybe not…

Many investors are becomingly increasingly disappointed with the return they are receiving on cash held…
Diane Phillips
Diane PhillipsJanuary 13, 2012
January market commentary Financial planningFor businessesFor individuals

January market commentary

December saw the death of North Korea’s ‘dear leader’ Kim Jong-il, with command of the…
Diane Phillips
Diane PhillipsJanuary 13, 2012
The Office of Tax Simplification seeks overhaul of IHT and CGT Financial planningFor businessesFor individuals

The Office of Tax Simplification seeks overhaul of IHT and CGT

Capital gains tax (CGT), inheritance tax (IHT) and entrepreneurs' relief could be radically overhauled as…
Diane Phillips
Diane PhillipsDecember 16, 2011
Which? report highlights risky investment advice Financial planningFor individuals

Which? report highlights risky investment advice

According to a new Which? report, many high street banks and building societies are giving…
Diane Phillips
Diane PhillipsDecember 14, 2011
Inheritance Tax – what you need to know Financial planningFor individuals

Inheritance Tax – what you need to know

Inheritance Tax (IHT) must be a good candidate for the most loathed tax in the…
Diane Phillips
Diane PhillipsDecember 7, 2011
Abolition of contracting out on a defined contribution basis Financial planningFor individuals

Abolition of contracting out on a defined contribution basis

Do these changes affect you and your pension savings arrangements? From the 6th April 2012…
Diane Phillips
Diane PhillipsDecember 6, 2011
Pension auto-enrolment must be postponed – IoD Financial planningFor businesses

Pension auto-enrolment must be postponed – IoD

The Institute of Directors has called for the Government to postpone the phased introduction of…
Diane Phillips
Diane PhillipsDecember 6, 2011
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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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