Help your favourite charity and save tax
Tick the Gift Aid’ box to boost your donation to charity and save some tax The number of national and international calls on our goodwill to donate to causes has grown in the last few years. You are probably familiar with the ‘Tick the Gift Aid’ box, or a request to sign a declaration, when […]
Born after 1978? Keep an eye on State pension age
An independent report suggests that the State pension age (SPA) should rise much faster than planned. The next SPA rise begins in under two years with a phased increase to 67 ending in April 2028. Yet, neither main political parties are likely to say much about further SPA changes in their upcoming election manifestos.
The taxpayer club – have you joined?
Taxpayer numbers have increased by 20% over the last five years. Are you in line to join the club?
Retirement matters
Making the right decisions today could boost your retirement pot and make the future a whole lot brighter When considering retirement planning, pension savings are a crucial component of your financial strategy and essential for a comfortable retirement. Securing the right professional advice is critical, as decisions made at this stage will significantly impact you […]
Ways to reduce a Capital Gains Tax liability
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account (ISA), we look at ways to reduce a Capital Gains Tax (CGT) liability potentially. Cuts to the CGT exemption mean that arranging your investments as tax-efficiently as possible is more […]
Financial protection
Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their family financially. Financial protection is essential to creating peace of mind for your loved ones, but understanding what cover you may need can be confusing.
Placing assets into a Trust
Ensuring your legacy is managed according to your wishes long into the future Trusts are a powerful tool for estate planning, providing flexibility and control over asset distribution. Properly structured, they can address various scenarios and requirements, ensuring that your legacy is managed according to your wishes long into the future.
Britain’s biggest pension taxpayers
How to make sure you avoid becoming one Since 2015, individuals over the age of 55 with defined contribution (DC) pension pots have enjoyed full freedom to decide how to manage their pensions; purchasing an annuity (a guaranteed income for life) is no longer mandatory. More than 221 people fully withdrew a pension pot of […]
Caring for grandchildren
How it can help you boost your State Pension Around one in five grandparents over the age of 50 in the UK provide childcare help for their grandchildren, but thousands may be missing out on a valuable scheme that could increase their State Pension entitlement[1]. Soaring childcare costs mean many parents turn to grandparents to […]
