Financial Planning
The current tax year ends on 5 April 2020 and this date represents the final chance to use many of your annual thresholds and allowances. And, as you don’t have the option of carrying forward many of these allowances, failing to use them means you lose them. Keeping track of changing thresholds and effectively managing […]
Welcome to our latest update on the investment market. We take a quick look at some of the key factors that influenced the stock market in January and could continue to do so over the coming months. It’s the start of a new year, but when it comes to the markets, many of the persistent […]
Not so long ago, the stereotype of old age focused on the negative. Perhaps facing illness or struggling to leave the house. Today, that’s not the reality for many people. It’s common to see people in their 80s and beyond fully enjoying their life. So, what can you do to reach a ripe old age […]
Criminals are coming up with increasingly sophisticated ways to get you to hand over your money. From fake calls purporting to be from HMRC to emails claiming you’ve not made a TV licence payment, avoiding scams can be a minefield. Being vigilant is essential for protecting your wealth. Technology and internet access have made our […]
Knowing how much pocket money to give children or grandchildren can be difficult. Yet, for many, it’s an important part of growing up and their first taste of handling money. So, how much should you hand over? Whilst it’ll be a decision that depends on your financial situation and attitude to pocket money, understanding the […]
Do you intend to pass on wealth to loved ones? If you want to help children and grandchildren become more financially secure, you need to consider more than just the sum you’ll be giving them. Tax rules may mean you need to think carefully about how you do so, as well as the impact it […]