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Spring/Summer 2023 Newsletter

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.

Can your pension benefit from the Lifetime Allowance changes

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

Changes to Lifetime Allowance…. we never saw that one coming!

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

Spring Budget 2023 Highlights

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.

Winter 2022/23 Newsletter

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.

Making Voluntary Contributions to Your State Pension

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

Year End Tax Planning Opportunities

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.

Global Markets Performance Update 2022 Quarter 3

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.

Webinar Recording: What you need to know about inheritance

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.

Back in the Day!

As we celebrate the Queen’s Platinum Jubilee, we thought we would take a look at how life and some everyday numbers have changed.

Yes, you can contribute to someone else’s Pension

Did you know that you are able to contribute to someone else’s pension? And there may be tax benefits as a result.

Inheritance Tax: Make Sure You Don’t Get Caught Out – Part 2

In this second of two articles on Inheritance Tax (IHT) we explain our approach to reviewing your IHT position and the planning measures that can help you to reduce your IHT liability and pass your estate on to your loved one.