Articles in "Financial Planning"

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FCA to introduce new consumer duty

14.01.2022
Trazer Farnese
Financial Planning
2 min read

The Financial Conduct Authority (FCA) is set to introduce a new consumer duty to better protect users of financial services.

What is the UK's inflation rate and why is the cost of living going up?

05.01.2022
Stephen Metcalf
Financial Planning
4 min read

Recently published figures showed that the cost of living rose by 5.1% in the 12 months to November, its highest rate in 10 years.

Bank of England raises interest rates to 0.25%

21.12.2021
Ricky Banham
Financial Planning, News
4 min read

The Bank of England (BoE) has raised interest rates for the first time since the start of the coronavirus pandemic, despite growing concern over the ‘Omicron’ variant.

Early Retirement Made More Difficult from 2028

10.12.2021
Stephen Cameron
Financial Planning
2 min read

In November 2018, the UK State Pension age was 65 for men and women. However, this has been gradually increasing and when you receive your State Pension now, depends on when you were born. Therefore, State Pension age for all men and women will reach age 67 by 2028.

Tax Year Planning Opportunities

08.12.2021
Andrew Spaxman
Financial Planning
6 min read

There are many tax reliefs and allowances available to investors each tax year, and it is definitely in an advisors interest to be aware of these and have an updated knowledge of these, so that they can be considered when generating a financial plan for a client.

Charity Investments

24.11.2021
Matthew Harrington
Financial Planning, Charities
3 min read

The results of the Charity Commission 2021 Covid-19 Survey indicated that 49% of charities have lost income from fundraising activities, whilst 35% have lost income from trading and other income sources.

Planning for the future by saving tax in the present

12.11.2021
Matthew Waters
Financial Planning, Payroll
4 min read

In 2012, due to concern that the UK population weren’t taking adequate measures to save for their retirement, the Government took the radical measure of introducing auto-enrolment.

COP26 shines light on ethical investment

02.11.2021
Sharon Mattheus
Financial Planning
3 min read

As the COP26 summit gets underway, the world’s attention is focussed on what action we must all take to secure the planet for future generations.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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