Oct 10, 2022 | Blog
Go back to blogs Governments have used this fiscal drag opportunity for more than 50 years. Some of you, rather like me, will remember luncheon vouchers. Incredibly, when I first started work, I was given 15p luncheon voucher each working day, and this bought me a...
Aug 17, 2022 | Blog
Go back to blogs When I read this morning that attempts to block Probate had risen to a record level in England last year it reminded me of the importance of ensuring that Wills are correctly written to achieve your wishes; but I continue to be shocked by the limited...
Aug 17, 2022 | Blog
Go back to blogs It certainly is but only in certain circumstances. Investment income such as rental profits, dividend income or savings income are excluded when calculating how much you can pay into a pension scheme. I should add this does not apply to qualifying...
Aug 2, 2022 | Blog
Go back to blogs Are you sure you know about all of your investments that you and your family have held in your lifetime? None you may have forgotten? You may be entitled to some of the £50 billion of lost assets. Most of these will probably never be claimed. What an...
Aug 2, 2022 | Blog
Go back to blogs I find it interesting that we are fully expected to take advantage of tax wrappers which are approved by HMRC such as using our personal allowances, personal savings allowance, Individual Savings accounts, pension plans and for those who accept higher...
Aug 2, 2022 | Blog
Go back to blogs I set out below two examples from my colleague Simon Harrison of a case where a lady was able to use Equity Release to help secure the ideal property. This lady would not have been able to achieve this with the help of a normal mortgage as her income...
