Category: Newsletters

Pension changes you need to know Chancellor George Osborne delivered his Spending Review and Autumn Statement on Wednesday 25 November 2015. For the first time in this Parliament, he did […]

Open-handed Grandparents Generosity shows no sign of stopping Forget the headlines about post–pension freedoms with retirees spending their nest egg on a Lamborghini – new research shows that 2.4 million […]

New Year’s resolutions Setting goals for saving and investing Have you made your New Year’s resolutions? Considering that the most common topics are health and finances, there’s a pretty good […]

Reducing the taxman’s take To minimise the tax you pay, it’s important to be fully aware of the choices you can make before you make them, so planning ahead and […]

Income protection Research highlights existing gap between awareness and prioritisation Having a clear understanding of your protection requirements and the importance of getting the right professional financial advice as you […]

New tapered annual allowance for high earners The pension tax relief system is about to be reinvented. The Government announced in the Summer 2015 Budget their intention to cut pensions […]

Buy-to-let and second homes Higher stamp duty payable from April 2016 Buy-to-let landlords and people buying second homes from April this year will have to pay a 3% surcharge on […]