Lifetime Individual Savings Account (LISA) launched today.

The new Lifetime Individual Savings Account (LISA) is launched today, the 6th April 2017. This new ISA offers a bonus of 25% on savings for those who are under forty years old. The savings account can be used towards home purchase or retirement Here are the key facts about the Lifetime ISA The Lifetime ISA [...]

ISA allowances and options to maximise them.

The best source of concise guidance on Individual Savings Accounts (ISA), is you Anstee & Co financial adviser, but here are the key areas for consideration: Use your full annual Individual Savings Account allowance if you can- you can’t carry it into the next tax year. Where possible, transfer existing investment's which are subject to tax on [...]

Pension tax allowances,options to maximise.

The best place for independent financial pension advice is from our advisers, but here are the key areas for consideration: Make full use of your annual tax-free pension allowance of normally £40,000. Use any unused annual pension allowances available to carry forward from previous tax years. Make sure you’re getting tax relief at the appropriate [...]

Three million forgot to claim couples’ tax rebate.

Only a quarter of couples who are eligible for the new marriage allowance are claiming it. HM Revenue & Customs said last week. It is thought that about three million couples, including those in a civil partnership, who could have applied for this tax rebate, have not. This rebate is worth up to £220 per year. So, its [...]

Charity Golf Day proves a great success.

Anstee & Co.'s second Charity Golf Day was held at Wellingborough Golf Club, Great Harrowden, Northamptonshire. The event was well supported with 14 teams enjoying the golf and weather at this stately parkland course.  The course was in a top rate condition so this could not be used as an excuse. Caroline Anstee, Managing Director of Anstee [...]

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