With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Recovering personal allowances and child benefit Pension contributions reduce an individual’s taxable income. In turn, this […]
Category Archives: Financial Planning
Blog, Financial Planning, Investments, Personal Finance, Wealth
Tax year end planning 2019 – Use ISA allowances
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Using ISA allowances ISAs offer savers valuable protection from income tax and capital gains tax […]
Blog, Business, Financial Planning, Pensions, Personal Finance, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – Business owners can take profits as pension contributions
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Business owners: take profits as pension contributions For many directors, taking significant profits as pension […]
Blog, Employers, Financial Planning, Later Life, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – Employees: sacrifice your bonus for an employer pension contribution
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Employees: sacrifice your bonus for an employer pension contribution We’re approaching ‘bonus season’ for many […]
Blog, Employers, Financial Planning, Later Life, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Approaching retirement: boost pension saving now before triggering the Money Purchase Annual Allowance Anyone looking […]
Blog, Financial Planning, Pensions, Personal Finance, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – High earners: making a pension contribution before the tax year end could increase your annual allowance
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: High earners: making a pension contribution before the tax year end could increase your annual […]
Blog, Financial Planning, Pensions, Personal Finance, Retirement, Tax, Taxable Benefits, Wealth
Tax year end planning 2019 – Pension saving: maximise tax relief
15
Feb
Feb
With tax year end just around the corner, it’s time to check you are making the most of your tax reliefs and allowances to save for a brighter future. You may want to consider: Pension saving to maximise tax relief Additional and higher rate taxpayers may wish to contribute […]
Blog, Budget, Business, Financial Planning, Investments, Wealth
Equity Market Review 2018 – the importance of taking the long-term view
18
Jan
Jan
2018 marked a generally negative year for global equity markets. Despite positive returns experienced in the first 3 quarters of the year the final quarter saw major global indices turn down, largely as a result of fears of trade disputes between US and China. The fourth quarter equity market decline […]
Blog, Financial Planning, Investments, Later Life, Pensions, Personal Finance, Tax, Wealth
Top Tips for Financial Planning
07
Jan
Jan
It’s 2019. Perhaps you are recovering from the festive excess in more ways than one?! You think, OK, it’s time to take stock. Sort things out. Stop putting important things off. Or is that just me? You may have already done some thinking ahead, booked the holiday, made enquiries about […]
Blog, Business, Financial Planning, Investments, Personal Finance, Wealth
How to keep your head during Brexit induced investment market volatility
11
Dec
Dec
As the old Chinese curse has it: “May you live in interesting times”. With Brexit negotiations ongoing, it’s certainly interesting times in British politics, with likely consequences for investment markets. There’s still a great deal of uncertainty over the outcome of Brexit. The anticipated ‘decisive vote’ has been postponed, […]