New tax year, personal tax round up

When it comes to personal tax, a broad range of reliefs and allowances can be applied to the likes of Capital Gains Tax (CGT) and Inheritance Tax (IHT), and these should be carefully considered. CGT, for example, has a reputation for leaving people with a potentially hefty tax bill on disposal of valuable assets. However,…

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The Value of Independent Financial Advice

There are many reasons we find clients seek financial advice. They might be looking for a better return on their investments, wanting protection advice to ensure they have security for their family or simply trying to avoid financial decisions they may later regret. Financial Advice can take many forms and it is important to understand…

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Easy access accounts grow in popularity

According to new research from UK Finance, more people are saving their money in easy access savings accounts. The industry body found that deposits held in instant access accounts in June 2019 were 2.5 per cent higher than the same month a year ago. The data in the latest Household Finance Update also showed that deposits…

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The clock is ticking on Help-to-Buy ISA

From 30 November 2019 savers will no longer be able to make new applications for the Help-to-Buy ISA. The short-lived ISA has helped many people on to the property ladder but after this date, no new applications can be made, while existing account holders will only have until December 2030 to claim the 25 per…

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