15 May Gift Aid
When discussing charitable donations with clients, friends and family I often get asked how Gift Aid works and what if anything needs to be recorded in tax returns....
Financial planning
02 Apr Strange times
We’re all currently living in very strange times. World stock markets have all suffered big falls and many of us are rightly concerned by this. But ...
19 Mar Defined benefit pension transfers
Lots of people are considering transferring their defined benefit pensions on the back of just thinking that a higher transfer value means it’s a ‘no brainer’ but it is not that simple...
05 Mar End of the tax year
The end of the tax year is fast approaching and with it is the last chance to ensure that you have maximised any tax exemptions and allowance opportunities that are available each year. Several of these are ‘use it or lose it’....
20 Feb Property ladder
If you are a parent like me you might be concerned about your children’s prospects of making it onto the property ladder. So what can they, or you, do to make the goal of property ownership more attainable?...
07 Feb Estate planning – the basics
Whether you’re starting to think about your wealth and inheritance tax or possibly trying to assist older relatives in this process, before you or they make any big decisions it’s worth reminding yourself of the basics....
09 Jan It’s the New Year again!
Financial resolutions can often be the hardest to keep, either due to unplanned expenditure or possibly the winter doldrums.....
18 Dec Christmas to do list
The Christmas holidays are here and you might find yourself with some time to actually think about things other than presents, turkey and the to-do list you left at work. Maybe to escape the relatives for a bit you can grab some personal admin time. ...
06 Dec Six tips for volatile markets
Given the current political situation in the UK, Europe and the US, you may be worried that we are facing more stock market volatility in the coming months and years....