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Posts Tagged ‘2020’


News Update: Last Weeks to File 19/20 Tax Return


January is flying by and the end of the first month of 2021 is almost upon us. The 31st of January is an important date to remember because this is the deadline by which you need to submit and pay your 19/20 self-assessment tax form.




Tax Update: Inheritance Tax Planning with a Private Residence


As property values rise, in particular private residences, and with the freezing of the nil rate band since 2009, more and more people are getting caught up in the inheritance tax (IHT) net.




Tips For Seasoned Property Investors Looking to Expand Their Portfolio


With the current state of the world – from the coronavirus pandemic to the Brexit transition – it might be tempting to be cautious with investment, but for those who are willing to take a risk, now is a good time to expand your portfolio. Here are tips from our financial expert to help you […]




The Financial and Emotional Benefits of Professional Advice


Seeking professional financial advice is not only good for your bank account, but it will also help provide you with peace of mind knowing that your future is in good hands. When it comes to delivering better outcomes for our customers, we not only believe financial advice is game changing – we have the numbers […]




Aligning Your Finances for 2021 in a New Landscape


One thing we can all agree on this year is that 2020 is one for the record books. The coronavirus pandemic swept the globe and even with vaccines, the effects will be felt for a long time. While the government has tried to assist as much as they can, there’s no doubt that planning your […]




Tax update: Landlords Can Purchase Property Up to £500k for Just 3% SDLT


The Stamp Duty Land Tax Holiday has proved successful in sparking housing market activity over the last few months. And it’s not just your average home buyer that is benefitting from the temporary changes introduced by the scheme, even landlords are saving money while adding to their property portfolio.




Take Advantage of Market Dips in 2021


A solid investment portfolio should be part of everyone’s financial plan. While there are many different approaches to investing depending on your attitude towards risk, if you are comfortable with a little more risk, there will be some opportunities to take advantage of in 2021.




How a Rise in CGT will Affect Property Investors


The economic impact of the spread of coronavirus this year is still to be fully realised. Chancellor Rishi Sunak has been tasked with finding ways to cover the costs associated with the recovery effort. One of the possible changes, that is not so appealing to landlords, affects capital gains tax (CGT).




Property Price Update – December 2020


Monitoring the housing market is very important for many, particularly those doctors and dentists who are looking to purchase their first home or who are investing in buy-to-let properties. Our monthly Property Price Update gives you a summary of what the experts are saying.




Keeping Track of Your NHS Pension


It might seem a herculean task to keep track of your pension on top of everything else you deal with as a busy dental or medical professional. Especially at the moment, with further lockdowns due to COVID, it’s probably just another thing to handle. But it doesn’t need to be that difficult!




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