An update on the markets from Brian Tora and our investment partners JM Finn. The Fly in the Ointment After a recent dip, the FTSE 100 Share Index has been heading up towards new high ground – which is more than can be said about the pound. Growing fea …
The new ‘Pension Freedoms’ have certainly opened up opportunities for more flexible retirement planning, which previously we would not have even considered. We have two cases this month using the new Pensions Freedoms, one involving a single man , abou …
Of great importance in the latest budget was the increase in the Inheritance Tax nil rate band which will extend to £500,000 per partner to the extent the liability relates to the family home. It is not a mere increase in the taxable threshold from £32 …
The Conservative Government issued its first Budget statement for 18 years which was described as a ‘big budget for a country with big ambitions’. As for our personal finances, very welcome were the changes in personal tax allowances which will increas …
In an overhaul of the taxation of dividends, George Osborne decided it was time to end an ‘archaic’ regime. Under the new system, anyone receiving dividend income will not pay tax on the first £5,000. Basic rate taxpayers will pay 7.5% tax on any addit …
Last week we went back to classrooms across Wales to educate and engage young children on money management issues as part of a national campaign called My Money Week. We held a number of activity sessions at Lakeside Primary School in Cardiff and Fairf …
Thursday 4th June, 9:30 to 13:00 – Celtic Manor Golf Club Join us at an insightful and unique event on wealth, health and happiness to find out how your assets can make you and your family happier and how you can pass on your wealth seamlessly to the n …
