Personal Finances - Page 4

Aged 18 – 21? You may have an unclaimed Child Trust Fund HM Revenue and Customs (HMRC) are advising that almost…

We are delighted to introduce GWA Asset Management Ltd (GWAAM), a wholly owned subsidiary of Greaves West & Ayre. GWAAM is the appointed investment manager of the MGTS Qualis fund range, which has been created in conjunction with the Authorised Corporate Director Margetts.

It was music to many parents’ ears when it was announced in the Spring Budget that there will be more support for many working parents with the extension of free childcare support.

The first half of 2023 has flown past with a number of stock markets recovering strongly following a poor 2022.

Online scams are on the rise. Find out some simple tips to keep you and your business safe.

GWAAM have launched the MGTS Qualis investment fund range, to improve the investment process for all GWA wealth management clients.

If you couldn't attend our recent launch events, you can watch our launch video.

Our latest newsletter offers tax efficient options on gifting to children, an update on changes to pension legislation and how crypto assets are taxed. We've also got exciting news about a new investment solution, along with a sad farewell after 40 years.

Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?

As we continue to battle the cost-of-living crisis, more than ever, parents and grandparents are considering gifting money or assets to help their children take their first steps to a financially independent future.

Although April was a relatively quiet month from a financial markets perspective, despite market concerns, stocks have generated good returns so far in 2023.

If you want to make a difference in your community, supporting local organisations through a donation or leaving a gift in your will could make a real difference. We explain how to give, and an overview of the tax benefits to giving.

You may have missed recent changes to the lifetime allowance (LTA). Here's what you need to know.