News and Events - Page 3

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

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

The introduction of the Auto Enrolment policy over 10 years ago has helped millions add to their pension pots.

March 2023 was a month to remember. It started strongly, then the largest bank failures since 2008 created panic.

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

We have examined the details of Jeremy Hunt's first Spring Budget and hope the following highlights, which we feel will be the most significant, will be helpful.

For investors, February proved something of a mixed bag following very strong performance from risk assets in January.

In our latest newsletter we look at end of year investment opportunities and whether you should consider contributing to your State Pension. We remind everyone of the new penalties for not paying and filling VAT on time and wish a fond farewell to two 1976 classmates.

With the government extending the voluntary National Insurance deadline should you be making extra contributions to your pension?

2022, for investors, was one of the most dramatic in history. We take a look at what the outlook might be for the year ahead.

Let our team guide you through the main tax saving and investment options available up until 5 April.

A positive start to the year. Since October, inflation has been declining and markets have been rising, however focus is starting to turn to recession.