End of Tax Year Planning

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The end of the tax year will soon be here and you don’t want to miss out on using available allowances before then. A change in circumstances, whatever that might be, may mean that more allowances are available to you so do take the time to…

Look what we've Gone and Done!

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INTERNATIONAL ADVISER AWARDS 2017 We are delighted to announce that we have won the award for Excellence in Client Service at the 2017 International Adviser Awards! Given the importance we place on the professional, yet personal service…

End of 2017 Tax Year Reminder

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The 5th April will soon be upon us and it is time to make sure you have used up all of your allowances for the current tax year. Here is a list of all the main tax planning opportunities available to you... Pensions – current…

Are you missing out?

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BOOST YOUR PENSION SAVING THROUGH CARRY FORWARD In 2010 the annual pension contribution allowance was £255,000 per annum, this has since been cut to just £10,000 for higher earners in 2016. Could carry forward be next on the chancellor’s…

End of Tax Year Planning

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We are getting in a little earlier this year to make sure that you are aware and are using all of the tax efficient allowances available to you. There are some big changes coming up in April and you may need some time to do a bit of planning. First…

Pension Contribution Changes

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This might be the last year that you can make a significant pension contribution. You may be affected and you should seek our advice immediately. There have been changes made to the amount of pension contributions that you can make in the…

Pension Legislation Changes

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Big changes afoot! “People who have worked hard and saved all their lives should be free to choose what they do with their money”. George Osborne This is one of the biggest shake ups in pensions for a very long time and will offer you…

End of Tax Year Planning 2015

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It’s coming up to that time of year to make sure that you are aware and are using all of the tax efficient allowances available to you. There will also be some huge changes in pension legislation with effect from the 6th April and I am going…

Early Bird Catches the Worm...

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2014 ISA INVESTMENTS In the past, we have always contacted you towards the end of the tax year about using up your ISA allowance, but this year we thought we would start early. ISA’s As you know, ISA's are one of the most tax efficient…

Personal Lifetime Allowance

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Will you be affected by the Lifetime Allowance on your pension fund? You may have seen a number of articles recently on lifetime allowances. The note below outlines the rules associated with the allowances and we stress that the best way…

Blowing our own horn

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We were recently featured on the front cover of a prominent industry publication and we thought that you would be interested to hear what we had to say, along with getting a look at the Carrington team. Please click here to view the New…

End of year tax planning

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The nights are getting lighter and spring is around the corner, which means that the tax year is coming to an end. There is some basic planning that you should consider before April  5th to make sure you do not lose out on tax savings that…