The new tax year is coming up. Your financial plan could be impacted by these key dates in your 2019 financial diary. 1 April National Living Wage (for age 25+) rises to £8.21. National Minimum Wage rises to £7.70 (21 – 24-year olds), £6.15 (18 – 20-year olds), £4.35 (16 – 17-year olds), and £3.90 […]
How we work with you – Infographic
If you would like to book an appointment with one of our Financial Planners, Contact us online or call 01480 35700.
2019 To Do List – Office Manager Blog
One of my goals for 2019 is updating and completing my ‘To Do List’. This week was tackling my ‘What happens when I die’ list. Although death is not a topic we want to think about, it is imperative that we do. “This hour of my time now has potentially saved my family hours of […]
Can your savings help your future needs?
If you don’t use your full 2018/19 ISA allowance of £20,000 by 5 April 2019, you’ll lose it. Make more of your money work for you and top up your ISA before the end of the tax year. The maximum ISA allowance for the 2018/19 tax year is £20,000. The tax efficiency of ISAs […]
Exam Achievement
Our Office Manager, Francesca, passed her Financial Protection exam this week. Congratulations!