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Individual Protection 2014 – deadline approaching

The change to the pension Lifetime Allowance (LTA) from £1.25m to £1m has been widely reported, as has the...


Individual Protection 2014 – deadline approaching

The change to the pension Lifetime Allowance (LTA) from £1.25m to £1m has been widely reported, as has the...

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Entrepreneurs’ Relief just got a whole lot better

I am all for simplification but whilst the 2010 changes to Capital Gains Tax simplified the rules, they have made...


Entrepreneurs’ Relief just got a whole lot better

I am all for simplification but whilst the 2010 changes to Capital Gains Tax simplified the rules, they have made...

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Hello Lifetime ISA, Goodbye Pensions…

The Lifetime ISA which was introduced in the Budget on March 16th 2016 is so niche as to be initially...


Hello Lifetime ISA, Goodbye Pensions…

The Lifetime ISA which was introduced in the Budget on March 16th 2016 is so niche as to be initially...

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Making retirement more comfortable

Active members of defined benefit or final salary schemes are sadly a dying breed but for those fortunate enough...


Making retirement more comfortable

Active members of defined benefit or final salary schemes are sadly a dying breed but for those fortunate enough...

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The benefits of an holistic view of investment advice

Being a Financial Planner starts with building a long term financial plan to assist with the attainment of an individual’s...


The benefits of an holistic view of investment advice

Being a Financial Planner starts with building a long term financial plan to assist with the attainment of an individual’s...

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Pensions reform kicked into the long grass?

An announcement last week said: He’s listened to what people have said and concluded that...


Pensions reform kicked into the long grass?

An announcement last week said: He’s listened to what people have said and concluded that...

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2016.03: March Economic Review

Highlights UK growth down from 2014 levels UK unemployment low, employment high Inflation likely to remain at near-zero levels...


2016.03: March Economic Review

Highlights UK growth down from 2014 levels UK unemployment low, employment high Inflation likely to remain at near-zero levels...

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The pensions lifetime allowance should be a target, not a limit

The Lifetime Allowance (LTA) is the most tax efficient sum that can be accrued in a pension pot without...


The pensions lifetime allowance should be a target, not a limit

The Lifetime Allowance (LTA) is the most tax efficient sum that can be accrued in a pension pot without...

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2016.02: February Economic Review

UK Highlights GDP growth 0.50% Quarter 4 (Oct to Dec) 2015 CPI inflation has been recorded at 0.30% in...


2016.02: February Economic Review

UK Highlights GDP growth 0.50% Quarter 4 (Oct to Dec) 2015 CPI inflation has been recorded at 0.30% in...

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Quite possibly the most significant tax-year end ever

We have written a lot about the changes coming from 6th April 2016, or brought about this year; we thought...


Quite possibly the most significant tax-year end ever

We have written a lot about the changes coming from 6th April 2016, or brought about this year; we thought...

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The benefits of some tax-efficient financial planning

Often the benefits of a good Chartered Financial Planner are not directly quantifiable. We seek to give individuals a...


The benefits of some tax-efficient financial planning

Often the benefits of a good Chartered Financial Planner are not directly quantifiable. We seek to give individuals a...

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2016.01: January Economic Review

UK Highlights GDP growth 0.40% Quarter 3 (July to Sept) 2015 CPI inflation has been recorded at 0.20% in...


2016.01: January Economic Review

UK Highlights GDP growth 0.40% Quarter 3 (July to Sept) 2015 CPI inflation has been recorded at 0.20% in...