Why now is the perfect time to start thinking about the end of the tax year
While it might seem some way off, preparing for the end of the tax year now can help you make the most…
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How a life insurance policy could help you preserve an inheritance for loved ones
If your estate could be liable for Inheritance Tax, taking out an appropriate life insurance policy could help your loved ones pay…
Dividend Tax rate rise: Could it affect you?
The Chancellor has announced a Dividend Tax hike. Find out if it affects you and what steps you can take to reduce…
Why rising house prices could mean you need to reconsider your Inheritance Tax plan
House prices have soared and could mean that you’re nearing the Inheritance Tax threshold. Taking a proactive approach can help you reduce…
Should you take a tax-free lump sum from your pension to celebrate retirement in style?
If you’re nearing retirement age, you may be thinking about taking a tax-free lump sum from your pension. While it can be…
Pension Lifetime Allowance is frozen until 2026: Will it mean your retirement tax bill soars?
The Lifetime Allowance is frozen until 2026. Exceeding the threshold could mean you pay more tax when you start taking an income…
Relief for savers as “tax day” sees government announce no significant tax reforms
There was great news for savers today as personal finances were largely untouched by reforms announced on “tax day”. Here’s your summary…
What would an alternative to Stamp Duty look like?
The chancellor is facing calls to scrap Stamp Duty. While it’s an unpopular tax, it’s likely some alternative would needed as residential…
Why planning for the 2021/22 tax year now is a fantastic idea
Have you thought about how you’ll make use of allowances and tax breaks in 2021/22? If you haven’t, you’re not alone, but…
Capital Gains Tax review: 2 things that could change
The government is currently reviewing Capital Gains Tax. It could mean that the allowances or tax bands change, potentially affecting your tax…
Pembroke Financial Money Wise Winter 2021 newsletter
In another lockdown, it can difficult to find reasons to be optimistic, but if you look a little closer there are signs…
6 tax allowances to use before 5 April 2021 to boost your finances
The current tax year ends on 5 April 2021. Some allowances will reset after this date. Making use of them before the…
