
The new tax year begins on 6th April 2022, bringing with it a brand new ISA allowance that allows you to shelter more of your money from income tax and…
The new tax year begins on 6th April 2022, bringing with it a brand new ISA allowance that allows you to shelter more of your money from income tax and…
I felt now was an opportunity to update the global economic and political situations that are affecting portfolio performance. The US dollar’s meteoric rise over the last six months was…
What is the annual exemption? Each tax year you can give away a total of £3,000 worth of gifts, this is known as your ‘annual exemption’. It can be gifted…
A HUGE WELL DONE to our Chartered Financial Planners Andrew Ball APFS, Sophie Smith APFS and Chris McMahon APFS, BA (Hons) who feature in VouchedFor’s 2022 Top Rated Adviser Guide…
Figures released earlier this week shows the Inheritance Tax receipts for April 2021 to February 2022 were £5.5 billion, which is £0.7 billion or 14% higher than in the same…
The period since mid-December last year has been very difficult for investment markets. The main problem back then was the wide spread of Omicron, particularly in the United States and…
The general public has a poor understanding of lasting powers of attorney (LPAs) and often have difficulty getting banks to deal with them correctly, according to UK-wide research by Which?,…
If you plan to utilise this year’s £4,000 Lifetime ISA (LISA) allowance, you need to add money before the 2021/22 tax year end on 5 April 2022. The government will…
I have just been made aware of the most amazing statistic, which has stirred me into penning this article: – just 12% of UK adults sought help from an adviser…
A private members’ Bill to give a deceased or incapacitated person’s family immediate access to their digital data, without having to take legal action against digital platforms, has been introduced…