Category Archives: Tax

Budget – November 2017

There were all kinds of fears for this budget in terms potential tinkering with pensions and trying to squeeze more tax revenue from the UK. However, it turned out to be a fairly uneventful and benign budget (thankfully). Below is … Continue reading

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Spring Budget 2017

Yesterday marked the final Spring Budget. From next year, the budget will take place in the Autumn. Rather than go out with a bang it was a fairly dull affair. Below are the main points I feel may be of … Continue reading

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The Autumn Statement

There was the usual amount of speculation prior to this year’s Autumn Statement. In the end, there was actually no major overhauls of pensions or tax. Below are what I feel are the key points… Reduced Money Purchase Allowance For those … Continue reading

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Budget 2015 – A financial planning point of view…

Once again, it’s budget time and, as ever, it gives us both expected and unexpected changes to the legislative landscape; with the added element of an imminent election. Below are some of the key points from a financial planning point … Continue reading

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What value does a good financial planner add?

Is it worth paying a financial planner or wealth manager a fee to provide investment advice? What value do they add for this fee? Is it in excess of their charges? These are exactly the type of questions that a … Continue reading

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So you’ve sold your business – now what?

You’ve spent years building a successful business and you’ve finally completed the sale. It took MANY months to get to this stage but you now have your millions, what do you do next? For many, this is the question that … Continue reading

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