Exemptions for the new tax year – All you need to know
Use it or lose it – know your limits
Posted in Financial Planning, Annual Allowance (+6 more), on 24.02.20 Read It’s that time of year again…the run-up to the tax year end on 5th April 2020 provides an opportunity to finalise your...
Fund Manager Q&A: Premier Miton Investors
Posted in Investing, Fund Manager Q&A (+1 more), on 20.01.20 Read Each month we post a Fund Manager Q&A in an effort to give a little insight into the processes involved in investment...Five simple tax year end planning considerations
Posted in Inheritance Tax, JISA on 16.01.14 Read The start of a New Year focuses the mind, so we would like to highlight 5 time-critical financial actions you should consider...The 2013 Budget
Posted in Financial Advice, Saving & Investing for Children on 21.03.13 Read The economic and financial constraints, not to mention the politics, gave the Chancellor no real choice but to produce a...Year End Planning: Investments
Gordon Kearney, Managing Director & Financial Adviser
Posted in Inheritance Tax, SEIS on 17.02.12
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Individual Savings Accounts (ISAs) The standard ISA contribution limit for 2011/12 is£ 10,680, of which up to £ 5,340 may be...
The Autumn Statement
Posted in Inheritance Tax, SEIS on 02.12.11 Read The Autumn Statement On Tuesday 29th November the Chancellor, George Osborne, made his Autumn Statement to the House of...2011 Budget Analysis and Planning Issues
Posted in Financial Advice, Saving & Investing for Children on 26.09.11 Read 2011 BUDGET While the 2011 Budget revealed few surprises, there are certainly planning opportunities to consider in the new...End of Year Tax Planning
Posted in Tax Planning, VCT & EIS on 02.01.11 Read With the end of the tax year fast approaching it is important to review whether you have taken full advantage of the tax...End of Year Tax Planning
John Millican, Chairman
Posted in Tax Planning, VCT & EIS on 25.03.10
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End of Year Tax Planning ISAs Changes to the annual ISA allowance announced in the last Budget came into effect on 6th October...
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