Capital gains tax comes under review
The Chancellor has asked the Office of Tax Simplification to review capital gains tax. Within a week of giving his Summer Statement, the Chancellor…
The ISA – So much cash, so little interest…
The latest statistics on ISAs have emerged, showing nearly £270bn is held in cash. Individual Savings Accounts (ISAs) reached their 20th birthday in April…
Dividends fall by more than 50 per cent post-Covid
Dividends paid by UK companies dropped dramatically in the second quarter of the year. The impact of the Covid-19 pandemic on dividend payments has…
Wills: Inheritance disputes on the increase
More arguments about wills and inheritances are reaching the High Court. A recent report from the Ministry of Justice revealed that, last year in…
Summer stamp duty changes may cause tax issues
The Chancellor’s Summer Statement introduced temporary changes in stamp duty land tax on homes, which prompted similar – but not identical – changes in…
The ISA – So much cash, so little interest…
The latest statistics on ISAs have emerged, showing nearly £270bn is held in cash. Individual Savings Accounts (ISAs) reached their 20th birthday in April…
Capital gains tax comes under review
The Chancellor has asked the Office of Tax Simplification to review capital gains tax. Within a week of giving his Summer Statement, the Chancellor…
Tax planning – accumulated runs: two tricky hundreds
The cricket season may only now be slowly getting underway, but May saw the Chancellor score two centuries which, in different times, would have…
Investment trust or investment fund?
The debate about the relative benefits of investments trusts and investment funds (unit trusts and OEICs) could be coming back into focus. Investment trusts…
Calling time on the pension triple lock?
The state pension triple lock may not survive much longer. The impact of Covid-19 on earnings could mean a change in the way that…
An alternative tax
The adoption in the UK of a transatlantic approach to income tax could appeal to a cash-strapped Chancellor. “…only the little people pay taxes.”…
Bounce back quarter
The second quarter of 2020 saw a substantial switch back from the falls of the first quarter. Index 2020 Q2 Change FTSE 100 +8.8%…
Keep going well…? Shell’s historic dividend cut
When a 75-year run is broken, something significant has probably happened. If you are of a certain age, ‘Keep going well…’ could have you…
Missing in inaction: calculating inflation under lockdown
The Covid-19 pandemic has created problems for the statisticians who calculate the rate of inflation. Inflation, as measured by the Consumer Prices Index (CPI),…
Deferring July’s income tax payment after Covid-19
The imminent payment on account does not have to be paid. The last Friday in July is the due date for the second 2019/20…
Should you review your pension fund withdrawals?
The fall in world stock markets has cut the value of many pension pots. Which would you choose as investment performance, assuming a £10,000…
Contact Us
To find out more about the services we offer and the advice we, call us on 01536 526086 for a free initial meeting - or drop us a line…
New Horizons
Planning for your future is easier with the benefit of expert pensions advice. Read what some of our clients say about us...Just click here
Keep informed
Stay up to date with the complex and changing world of personal finance and planning with out monthly newsletter. Read more here...