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Retirement Planning
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Blog
Can I comfortably retire? 4 min read
13/05/2024
Navigating the cost-of-living challenges in the UK.
Financial Planning
Tax rates & allowances
How much tax do we pay? This page summarises the main rates and allowances. The current tax year runs from 6 April 2024 to 5 April 2025.
06/04/2024
5 min read
Blog
‘Bed & ISA’ explained
With the dividend tax allowance dropping from 6 April 2024, now is the time to maximise your ISA allowance. A Bed & ISA involves transferring assets held outside of a tax wrapper into an ISA so any future capital growth or income on these assets is sheltered from tax.
21/02/2024
3 min read
Blog
Everything you need to know about the end of the tax year
The end of the tax year is an opportunity to take advantage of tax-efficient wrappers and potential government bonuses on some products.
13/02/2024
4 min read
Blog
Autumn Statement 2023
The Autumn Statement and what it means for you at a glance.
22/11/2023
4 min read
Blog
Financial planning for business owners: 5 key areas
In this article, we've outlined the key areas for self-employed individuals and business owners in the UK to build a secure financial future.
06/09/2023
4 min read
Blog
The power of introductions
When I get introduced to the friends, family, and the colleagues of clients, it is a great compliment and a tremendous responsibility that I never take lightly.
01/06/2023
2 min read
Blog
How will the Spring pension changes affect you?
Chancellor Jeremy Hunt made major changes to how pension savings work when he set out his Spring Budget. Higher and additional rate taxpayers will be able to put more money into their pensions and receive marginal tax relief, but it is not only the wealthy who will benefit from the changes. The extra annual allowance will help you if need to bolster your pension pot ahead of retirement.
19/05/2023
5 min read
Blog
Seven major money changes as new tax year begins
The new tax year begins today and with it comes a whole series of adjusted money rules and changes, affecting everything from your pension to how much you pay in tax if you're a high earner.
06/04/2023
3 min read
Blog
Spring Budget 2023: what does it mean for your finances?
Moves to boost tax breaks on pensions, ease childcare costs and support household energy bills.
15/03/2023
5 min read
Guide
The Good Guide to Financial Wellbeing for Women
It is really important that we take control of our own finances, and do it as early as possible.
Guide
Blog
Window is closing on last chance to maximise state pension
The number of National Insurance contributions you can buy back will change on 5 April.
07/03/2023
3 min read
Blog
5 top financial planning tips for the self-employed
Are you self-employed? If so, it’s essential to be proactive about your finances.
08/09/2022
4 min read
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