News and Events - Page 11

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.

We wish Trish Melia all the best in her retirement. Having joined GWA in 1973, Trish will be starting her well-deserved retirement in June, 50 years on from when she left school to start her first job.

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.

The increased interest in crypto assets has been noted by HMRC. If you invest or trade in crypto assets you need to be aware of how this will affect your tax.

Retirements, promotions, new starts there's lots to update about the GWA team. We've also been supporting a number of local community causes.

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

Summer is just round the corner and we would be delighted if you came and joined us at the Haddington Show and the Border Union Show once again this year. 

We are delighted to announce that David Renton has been promoted to Partner on 1 May 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.

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.