by Craig | Apr 23, 2019 | Uncategorised
Using up any allowances you are entitled to is the first step to reducing the amount of tax you are liable to pay. With the tax year-end approaching now is the time to act – don’t risk losing out. Savings You can save up to £20,000 tax-free in an ISA this tax year. If... by Craig | Apr 16, 2019 | Uncategorised
In his 2018 Budget, the Chancellor chose to leave pension tax relief unchanged. Other than the raising of the Lifetime Allowance in line with the Consumer Prices Index to £1,055,000 for the 2019-20 tax year, the rules surrounding pensions remained the same. Tax relief... by Craig | Apr 9, 2019 | Uncategorised
We can all be forgetful on occasions, we’re only human after all. However, when it comes to our finances, losing track of what we have can be a costly mistake to make. It’s been estimated that a staggering figure of £15bn is tied up in old bank accounts, pensions,... by Craig | Apr 9, 2019 | Uncategorised
As we embark on a new year, although it’s likely to be overshadowed by uncertainty surrounding Brexit, it’s important to keep your personal financial goals in mind and ensure you continue to plan for the future. Revisit your investment goals It makes sense to take... by Craig | Apr 2, 2019 | Uncategorised
Our monthly economic review is intended to provide background to recent developments in investment markets as well as to give an indication of how some key issues could impact in the future. It is not intended that individual investment decisions should be taken based...