Holding your nerve in volatile times – Autumn Newsletter
Welcome to your Autumn 2019 newsletter. We hope you enjoy reading it. It’s almost impossible these days not to think…
Read more
Senior Financial Planner | Blog Archive | Biography
Do your employees know that earnings thresholds are rising with auto-enrolment contributions?
In early December the Department for Work and Pensions (DWP) announced the thresholds that should apply to automatic enrolment pension…
Interest rates likely to rise this year, despite being held in May
The Bank of England did not raise interest rates in May, despite earlier suggestions that it would. About four years…
Inheritance tax receipts hit a new high according to HMRC
Inheritance tax (IHT) is raising more than ever according to HM Revenue & Customs. How much do you want to…
The Pembroke Financial Services Guide to Making the Most of ISAs
ISAs have become a key component of an IFAs’ savings and investment plans for clients. With the addition of new…
The FSCS limit may increase at the end of January so it could be time for a review
It looks likely that the deposit protection limit will rise at the end of January. At the start of 2016,…
Is it time to review your cash ISA holdings?
New statistics from HMRC show that cash is still a popular ISA investment, despite ultra-low interest rates. In early summer…
It’s time to start planning for the new tax year
As we near the end of the tax year, now is the time to consider not only year-end planning, but…
Pension tax: a post-election change – whoever wins
The lifetime allowance is to be cut again. The lifetime allowance (LTA) is a key component of the pension tax…
The Pensions flexibility revolution
The Budget hailed changes which are sure to affect your retirement planning. “Let me be clear. No one will have…
