News

Qualifications, Top Adviser Award, and Speaking engagements

Another busy month has passed, and we have some more team successes to share with you! First, congratulations to Jess who has completed her Diploma in Financial Planning Advice (DipFA), and to Bobby who has just one exam left to go. It’s safe to say these qualifications are no mean…

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7 reasons to write a will

November marks Will Aid month. If you haven’t already written this crucial document, now is the time to do so. Will Aid month gives you an opportunity to ensure your wishes are carried out and support good causes. Taking the time to write a will can give you peace of…

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Splitting assets when divorcing: How do your pensions fit in?

Going through a divorce is an incredibly difficult process. Not only are you dealing with emotional challenges, but you may have to split up assets too. One key asset that’s often overlooked is your pension. For many divorcing couples, pensions are among their most valuable assets. Yet, they often aren’t…

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Do you have the right level of financial protection?

Financial protection can provide you with a financial safety net when you need it most. Whether you already have a policy in place or not, reviewing your finances is important. Could you cope financially if your income were to stop unexpectedly? Despite being an essential part of financial planning, it’s…

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Joint tenants v tenants in common – Does it matter?

There are two different ways of owning property jointly – as joint tenants or as tenants in common. The way in which the property is owned determines exactly who owns what and also what happens when one of the joint owners dies and how any income is taxed. Joint tenants…

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Employer-funded scholarships

Special tax rules apply to scholarships, which include exhibitions, bursaries or other similar education endowments. Provided certain conditions are met, there will be no tax or reporting implications where an employer funds a ‘fortuitous’ scholarship for an employee’s family member. Broadly, this means that there must be no direct connection…

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Team update: Another successful summer party

Another year has passed, and we are proud to say another summer party has been successfully held for 2019. This is the third summer party we have held and it’s safe to say it is the absolute highlight of our year and one which we all look forward to. This…

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UK economy finally buckling – a little

For UK investors – and indeed the public generally – Brexit tops the list of concerns. That is to be expected of course, given the importance of our future relationship with our nearest and dearest trading partners. Unfortunately, it often seems like the only difference between what we know now…

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Family member pension contributions

Although there continues to be plenty of speculation over possible pension tax relief cuts, as things currently stand, paying into a pension generally remains a tax-efficient way of saving for old-age. Given that there may well be future changes in this area, it might be beneficial to consider starting, or…

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