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…
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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…
Giving to charity: How it can be tax-efficient too
Giving to charity may be part of your financial plan now or in the future. Donations can provide tax benefits too, reducing…
Our Guide to Individual Savings Accounts (ISAs) for 2020
ISAs, or Individual Savings Accounts, have been around for over 20 years. Back in 1999, then Chancellor Gordon Brown introduced the product…
12 things to do during lockdown to improve your financial well-being
These are strange and uncertain times during which the UK Government has advised its citizens to remain at home in order to…
Tax efficient investing in Sussex: VCTs continue to attract investors
The latest statistics from HMRC show that Venture Capital Trusts (VCTs) are increasingly attractive to investors, offering potential tax benefits but substantial…
Pembroke Financial Services Winter 2019/2020 Newsletter – Money Wise
What’s next? …into the new decade. 2019 was quite a year. In the final few months of the year the upheaval and…
