Month: January 2020

The information contained within, including references to taxation, legislation, regulation, or any other issues or concerns may no longer apply. This information is pre-published.

Key steps to maximise your allowances before the end of the tax year

The tax year will be coming to an end on 5th April. With that deadline in mind, we wanted to remind our clients of all the allowances available to you during the tax year. It’s important to make sure you’re maximising your allowance in all areas so that you mitigate the impact of tax. Listed […]

Why you must make sure your will is accessible

Do you know where your will is? Even more importantly, do the people who will act as your executors, in the event of your death, know where your will is stored? The recent discovery at Lloyds Banking Group that 9,000 wills had been left in storage and not passed on to customers serves as a […]

5 steps to bring your dream of early retirement closer

Do you find yourself counting down to Friday each week – even when it’s only Monday morning? Do you wish you could ditch the daily commute and long hours at the office? Have you got a secret desire to drive across America or buy a second home in the South France? If one of your […]

January Market Commentary

The end of the decade saw the US/China trade dispute continue to make plenty of headlines. However with Donald Trump signing a long-awaited ‘phase one’ agreement on 15th January, it appears 2020 could see tensions ease. Trump is currently due to travel to China later in the year, where ‘phase two’ of the deal will […]