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New lifetime allowance could hit more than just ‘pension millionaires’

The latest figures surrounding the pensions lifetime allowance (LTA), which governs how much your pensions can be worth whilst still claiming tax relief, suggest that a considerable number of middle-income earners are being hit by the lower threshold. The amount collected from pensions exceeding the LTA by HMRC during the 2015-16 tax year came to £126 [...]

2017-07-10T15:46:12+00:00 February 10th, 2017|Latest News|

Slow start to housing market predicted for 2017

The housing market is set for a slow start in the new year due to a shortage of homes for sale, according to a survey by the Royal Institute of Chartered Surveyors (RICS). Although property transactions may increase at the beginning of 2017 after slowing since the spring, the survey suggests that any acceleration is [...]

2017-07-10T15:16:10+00:00 January 10th, 2017|Latest News|

3 new year’s resolutions for your finances (that you can actually keep) in 2017

Whilst New Year’s resolutions are always made with the best of intentions, the truth is that they often prove difficult to keep beyond the first few weeks in January. The main reason for this is that the goals we set ourselves are admirable but simply too lofty to achieve. It’s far better to choose a [...]

2017-07-10T15:44:16+00:00 January 2nd, 2017|Latest News|

January Market Commentary

At the start of 2016, Brexit was seen as unlikely and President Trump was seen as impossible. David Cameron was busy negotiating a deal with his European counterparts which would surely secure a comfortable majority for the ‘Remain’ camp – and while Donald Trump might manage a few wins in the primaries, he’d eventually give [...]

2017-08-16T12:05:09+00:00 January 1st, 2017|Monthly Commentary|