Resources 2018-02-23T19:59:00+01:00

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508, 2019

Capital gains tax and how to reduce it.

By | August 5th, 2019|Categories: News|Tags: , , , |0 Comments

There are many ways to reduce your capital gains tax (CGT) liability. In this article, we will look at some of the most common options available to you. Make the most of your £12,000 (2019/20) [...]

108, 2019

Investment Fraud. What to look out for.

By | August 1st, 2019|Categories: News|Tags: , , , , |0 Comments

We are being attacked from every direction by fraudsters, including, investment scams. Below are details of how to protect yourself from investment fraud. Stopping Investment Fraud First of all, according to the Financial Conduct Authority [...]

2907, 2019

Tax return: Don’t miss your July deadline!

By | July 29th, 2019|Categories: News|Tags: , , , , , |0 Comments

The tax office is very good at highlighting the need to get your tax return submitted by the end of January each year. We cannot miss those television and newspaper ads. But when it comes [...]

2507, 2019

Estate planning. What is legal and what is not

By | July 25th, 2019|Categories: News|Tags: , , , , , |0 Comments

So what is legal and what is not when it comes to estate planning? For a long time, there was a clear distinction between tax avoidance and tax evasion. Tax avoidance being legal and tax [...]

2207, 2019

Mentoring: How we support the next generation of Advisers

By | July 22nd, 2019|Categories: News|Tags: , , , , , |0 Comments

By Rachel Efetha, Chartered Financial Planner. Personal Finance Society Mentoring Scheme When the Personal Finance Society (PFS) approached me a few weeks ago about joining their Mentoring Scheme, I originally thought ‘Great idea – I [...]

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