You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
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 …
The country was surprised last week by the Conservatives winning a majority and staying on in power. Fear of change and a need for stability may have been at the back of many voters’ minds even though austerity measures may continue. Now it remains to …
In his Budget speech Chancellor George Osborne introduced some measures that were surprising, such as the Personal Savings Allowance of £1,000 of tax-free income for basic rate tax payers (£500 for higher rate), although the actual details are not yet …
The big changes From 6th April, new rules are being introduced to pensions which will give you greater flexibility and control over how you spend your pot when you retire. They may even allow your family to inherit it free of tax. Thanks to these chang …
