Independence plan

Independence plan Least financially resilient group delay life milestones due to financial insecurity Life can get complicated when you hit your early thirties, which means your finances are starting to get serious. You might be…

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Blog, Business Blog, SME, SMEs, SMEs / Business, Tax, Tax Blog, Tax News
Posted on: 3rd December 2018

Self-employed finances Looming pensions saving crisis on the horizon

Self-employed finances Looming pensions saving crisis on the horizon The number of people running their own businesses has soared since the financial crisis, with a…

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Blog, Pension, SME, SMEs, SMEs / Business, Tax, Tax Blog
Posted on: 3rd December 2018

Funding your golden years

Funding your golden years Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used by…

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Blog, Business Blog, Pension, SME, SMEs, SMEs / Business, Tax, Tax Blog
Posted on: 3rd December 2018

Market exposure – Build a portfolio that meets your needs

Market exposure - Build a portfolio that meets your needs The earlier you commit to an investment strategy, the longer…

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Blog, Property, SME, SMEs, SMEs / Business, Tax, Tax Blog, Tax News
Posted on: 3rd December 2018

Investing for tax-free dividends

Investing for tax-free dividends No longer the precursor to end-of-tax year planning Venture Capital Trusts (VCTs) provide the opportunity for appropriate investors to support the growth of small UK businesses and receive attractive tax reliefs…

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Blog, Business Blog, SME, SMEs, SMEs / Business, Tax, Tax Blog, Tax News
Posted on: 27th November 2018

Sandwich Generation – Financially squeezed between elderly parents and children

Sandwich Generation - Financially squeezed between elderly parents and children Faced with the task of caring for elderly parents alongside your children, being in the Sandwich Generation can be a…

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Blog, Business Blog, Pension, Tax, Tax Blog
Posted on: 27th November 2018

Inheritance Tax concerns – Passing your wealth on to the next generation

Inheritance Tax concerns - Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively…

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Blog, SME, SMEs, SMEs / Business, Tax, Tax Blog, Tax News
Posted on: 14th November 2018

Is an Employee Ownership Trust the right path for you?

Is an Employee Ownership Trust the right path for you? On 10 November an article was posted online about Wallace & Gromit producers handing a stake in business to staff. (Source – The Guardian) Click…

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Blog, Tax Blog
Posted on: 13th November 2018

Entrepreneurs’ Relief – Don’t miss out on paying just 10% on all gains on qualifying assets

Entrepreneurs’ Relief - Don’t miss out on paying just 10% on all gains on qualifying assets Utilising Entrepreneurs’ Relief, you may be able to pay less Capital Gains Tax when you sell (or ‘dispose of’)…

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Blog, Business Blog, SME, SMEs, SMEs / Business, Tax, Tax Blog
Posted on: 9th November 2018

Inflation matters – Impact of rising prices on investments

Inflation matters - Impact of rising prices on investments A pound saved is a pound earned. But thanks to inflation, over time, the value of the pound saved could be…

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Blog, Business, Business Blog, Interest Rate Blog, SME, SMEs, SMEs / Business, Tax, Tax Blog
Posted on: 8th November 2018