Tel: 01403 780 770

How much income tax you pay depends on a few things: how much of your income is above your personal allowance, how much of it falls within each tax band, and if the income you make is tax-free or not. Understanding exactly how much income tax you pay and how much money you’ll actually take […]

October marks the start of Quarter 3 in the tax year. Here are some tax considerations relevant for this time of year.

From graduation to retirement, your financial situation will continually evolve. Whether you’re focused on reducing debt, saving for a home, or maybe even building an investment portfolio, your priorities fresh out of university won’t be the same as when you’re an established professional with years of experience under your belt.

We could all use a little help right now. Luckily, the government has made some short-term adjustments to the Tax-Free Childcare (TFC) scheme. In an effort to help more people with extra expenses due to coronavirus get access to tax-free child childcare (TFC), the government has made some temporary changes to the scheme.

There’s some good news for those looking to buy property, with Stamp Duty Land Tax (SDLT) changes announced by Chancellor Rishi Sunak in his recent Summer Statement. The news will benefit buy-to-let and second home property investors, along with homeowners purchasing a new private residence and possibly those who wish to transfer property to a […]

Trusts can be extremely useful for wealth management, and are effective tax planning tools. Essentially, they’re a legal form that holds money or other assets for someone else. They enable you to give away assets while retaining a degree of control of them and the different types of trust allow for a considerable degree of […]

There’s no doubt about it – lockdown has been tough. Filling your downtime might be a little harder, so let’s do something productive! Here are a few things you can do to ensure your finances are in order.

Each new tax year brings new sets of rules and allowances to keep in mind when planning your finances. The 2020/21 tax year is no different. Here’s an update of key points to keep in mind this year.

Even without a global health crisis, dental and medical professionals normally have hectic schedules. Managing finances is important, but realistically, when do you have the time to educate yourself on topics like mortgages, tax planning, savings and investments, and wealth protection?

After the discontinuation of the Help to Buy ISA last year, the Lifetime ISA is now the only ISA option available for first-time buyers. If you were able to start a Help to Buy ISA before the cutoff, then you can contribute up to £200 a month and you have until 1 December 2030 to […]