News and Events - Page 2

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

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.

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?

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.

Wednesday 5 April 2023 sees the end of the current tax year so now is the time to think about how to make the most of the allowances and reliefs available to you.

In what was a poor year for investors, the fourth quarter saw gains for stock markets led by Asian and European markets. Read more of our investment insights for the last quarter of 2022.

Against a backdrop of slow global growth, stubbornly high inflation, rising interest rates and growing geo-political tensions, markets continued to perform poorly in Quarter 3.

The year so far has been tough, certainly one that will have tested the stamina of many investors. Our summary of 2022 provides an overview of markets so far.

Our latest webinar recording suggests it's never too early to discuss inheritance and with inflation and the cost of living dominating headlines we also provide an information update on the markets.