Blog - Archive for 2017

The 2017 Autumn Budget

23rd Nov, 2017

Today (23rd November) the Chancellor of the Exchequer, Philip Hammond, announced his first Autumn Budget. If you are wondering why this is the second Budget of 2017, this is because Mr Hammond decided to do an Autumn Budget instead of a less formal Autumn Statement. In 2018 he will do a Spring Statement and an […]

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The risk of buying individual shares

2nd Aug, 2017

Many clients who come to see us for the first time own some shares. These shares might have been inherited, received when an old building society became a bank or bought through a company share save scheme. Some people also buy and sell shares on a regular basis because they like to dabble in the […]

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State pension age increased (again)

20th Jul, 2017

On 19th July the government announced the state pension age will rise from 67 to 68 sooner than expected, a move which will affect around 6 million people. In this post I explain who this change will affect and why this has happened.

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Hung Parliament: what happens next?

9th Jun, 2017

As I’m sure you know, the 2017 general election has ended in a hung Parliament which means no single party has enough seats to command a majority. In this post I explain what the possible outcomes are from here and the short term effect this has had on financial markets.

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Tax allowances for 2017-18

6th Apr, 2017

We are now in the new tax year which means there are new tax allowances, savings allowances and pensions allowances available for UK taxpayers. This post sets out the key allowances and a brief description of each. If you wish to discuss making use of any of these allowances please get in touch via our […]

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The 2017 Budget

8th Mar, 2017

Today the Chancellor of the Exchequer, Philip Hammond, announced his first Budget. As usual the Budget covered everything from changes in welfare to changes in personal finance (which I have focused on in this post). If you have any questions about how these new measures could benefit you or your family please do not hesitate […]

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Last chance for pension contributions

6th Mar, 2017

As we draw ever closer to the end of the tax year it is worthwhile considering how pension contributions can be highly tax efficient in a wide range of circumstances. In this post I have listed different scenarios in which a pension contribution may be beneficial. Pension legislation is complicated so it is important to […]

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Upcoming changes to Inheritance Tax rules

3rd Feb, 2017

In April 2017 there will be some changes to Inheritance Tax (IHT) rules which could affect your personal finances. In this post I will summarise the changes and give examples of who might be affected.

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