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Year end tax planning – individuals For individuals

Year end tax planning – individuals

In financial services, the approach of Spring means two things: the Budget (20th March this…
Diane Phillips
Diane PhillipsFebruary 18, 2013
Child Benefit Update Financial planningFor individuals

Child Benefit Update

If you or your partner earns in excess of £50,000 this year, you will lose…
Diane Phillips
Diane PhillipsJanuary 21, 2013
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
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
Child Benefit – benefits for children and family Financial planningFor individuals

Child Benefit – benefits for children and family

If the net taxable income for you or your spouse/partner was in excess of £50,000…
Diane Phillips
Diane PhillipsSeptember 25, 2012
Financial planning and divorce Financial planningFor individuals

Financial planning and divorce

No-one who is going through a divorce finds the process easy: it’s long, messy and…
Diane Phillips
Diane PhillipsJune 22, 2012
Can you survive an unexpected loss of income? Financial planning

Can you survive an unexpected loss of income?

One in three (33%) of us are spending more than our salary or are just…
Diane Phillips
Diane PhillipsMay 21, 2012
Are our affluent baby boomers reinventing retirement? Financial planning

Are our affluent baby boomers reinventing retirement?

From the US, findings in a ‘New Retirement Survey’ from Merrill-Lynch (ML), indicate that many…
Diane Phillips
Diane PhillipsMay 10, 2012
Finance Identity Theft – be on guard Financial planning

Finance Identity Theft – be on guard

Research undertaken by Infosecurity Europe, has uncovered that 42 per cent of a pool of…
Diane Phillips
Diane PhillipsApril 13, 2012
Protected Rights – new possibilities from April 6th Financial planning

Protected Rights – new possibilities from April 6th

Historically, many people chose to contract out of the State Earnings Related Pension Scheme using…
Diane Phillips
Diane PhillipsMarch 28, 2012
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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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Part of the Mattioli Woods Group. Registered office: 1 New Walk Place, Leicester, LE1 6RU

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