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Reminder - Don’t lose your bonus to HMRC!

Aug 19, 2024

You may recall in my blog last month; I discussed the different ways you might want to consider using any bonus you may be looking forward to receiving soon. A month further on and that bonus may only be a few weeks away, and time is running out for you to make some decisions.

Getting a bonus? Don’t lose it to HMRC!

Aug 14, 2024

If you are an employee, you may be fortunate enough to receive a bonus, a reflection of your contribution to your employer. If you are expecting a bonus sometime soon, you may already have mentally accounted for the money. This is the modern term for what the previous generations did when they put the money in ‘pots’, (either virtually or physically) and allocated it for certain bills or activities.

Changes to the pension legislation and how it can benefit you

Aug 10, 2024

There were key changes to pension legislation in 2023 and 2024 which included the abolition of the lifetime allowance (LTA).  

Reasons to Talk – Inheritance Tax Planning

Mar 04, 2024

Inheritance tax is complex, talk to us

What is the cost of Education?

Feb 05, 2024

The cost of education When I was at school, the second half of the year was often the months that was crammed full of end-of-term assignments, revision, and exams. There is a value to education of course. Price is only an issue in the absence of value I know, but it did get me thinking about the implicit and explicit price of education.