Blogs - Dev Site

The Great British Tax Grab

- and six ways to prepare against it First the very good news Reading this and acting accordingly will save you money in the coming year! That’s because, in just a few months (April 2018) the tax-free dividend allowance is going to be reduced from £5,000 to £2,000....

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Just because the markets change, you shouldn’t follow.

Back in December I wrote a blog regarding my Top 10 Investment tips. A blog designed to give you a guide to investing in the stock market and, more importantly, some practical advice on how to swerve some of the more avoidable traps that can lay in wait. My Top 10...

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A New Year and a New Financial You

Happy 2018! It’s that time of year again, when we all make our New Year’s resolutions. Whilst I can’t help you with getting fit, quitting smoking or learning the piano, I can certainly help with any resolutions you may have made regarding getting your finances in a...

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A little insight into the great investment question

Can we really beat the Markets? Over the years, and because of the vast sums of money involved, top investment companies, governments, national banks and academics have carefully studied the investment markets. Consequently there is a vast body of research out there...

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The Chancellor’s Autumn Budget 2017

Following a turbulent few months across The Palace of Westminster, with a call for more spending and a more aggressive approach to growing the economy, the Chancellor’s budget was largely seen as a business as usual approach, albeit within the ever-present shadow of...

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The Rate Rise is here – but what does it mean?

Well we all new it was coming, but what now? What does the first interest rate rise for more than a decade mean for you? Despite the fact that it’s a small increase from 0.25% to 0.5% it will have an immediate impact on UK households and businesses. On one hand it...

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Record High Transfer Values

Final Salary Pensions, Hurry Whilst Shocks Last! Well here’s something that doesn’t happen that often. The turmoil in the financial markets is actually presenting an interesting opportunity – and even Brexit may have had a hand in generating this particular happy...

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Elections and Referendums

Just when you think you’ve seen enough of elections and referendums, they’re starting to appear like busses. Here we all go again! It seems like only yesterday that David Cameron and Ed Miliband were battling for the keys of Number 10. Then, just as we all got our...

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Lifetime ISA (LISA)

There’s been a great deal of talk recently about the launch on April 6th this year of the Lifetime ISA (LISA). So, I thought it would be very worth while to provide you with a quick overview of what exactly a LISA is, how they best work and who they work best for....

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Article 50 and Your Finances

After nine months the UK has delivered. These words are what European Council President Donald Tusk posted on Twitter when he received Britain's article 50 letter on Wednesday. We will not join the media in speculations whether the letter was "aggressive" or...

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Tax Year End Planning Checklist

With three weeks left until the tax year end, it's time to review your finances and check whether there are any actions you can take to make your current and future tax position as efficient as possible. As every year the key date is 5 April, and as always we provide...

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Spring Budget 2017

Spring Budget 2017 Chancellor Philip Hammond delivered his Budget speech on Wednesday 8th March 2017. It did not contain as many surprises or major changes as some of George Osborne's Budgets in the last years, but there were a few (mostly unfavourable) points worth...

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Lifetime Allowance Protection Deadline Is Approaching

With almost two months left, there is still plenty of time for the usual tax year end optimisation tasks (we will provide detailed guidelines at the beginning of March). However, this year's 5 April also marks the deadline for Lifetime Allowance Individual Protection...

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Start the New Year with a Financial Health Check

New Year is a perfect time for a complete review of your finances. Run through all your financial arrangements, like investments, pension, insurance plans and bank accounts. The following checklist may help. Setting Goals and Budgeting Finances are a popular area...

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