Wealth Management

Are you tired of feeling like you're never quite sure what to do with your hard-earned money? Do you feel like you could be doing more to plan for your…

In the run-up to the Autumn Budget, many were predicting that the chancellor might announce restrictions to pension tax relief. Thankfully, nothing has changed yet. For most taxpayers, the maximum…

Pension contributions to approved pension funds on behalf of employees and directors continue to be tax-free, provided the annual input limit is not breached. The contributions are also deductible for…

We understand that wealth management is about more than just the numbers, it's about helping our clients to build and maintain their desired lifestyle and achieve their dreams. Alongside our…

A recent case before the tax tribunal has confirmed that all of a company’s shares are ordinary shares except those that carry a fixed rate of return. This is crucial…

Top of the to-do list for many individuals is to make or update their will. Many think this is something to leave until later in life, but it is important…

The Chancellor recently announced that the temporary increase in the Annual Investment Allowance (AIA) for expenditure on plant and machinery has been extended to 31 December 2021. The tax relief…

For most taxpayers, the maximum pension contribution is £40,000 each tax year, although this depends on their earnings. This limit covers both contributions by the individual and by their employer.…