Following the announcement of a temporary holiday on Stamp Duty, are you considering a potential house move? The chancellor has announced a temporary holiday on stamp duty on the first £500,000 of all property sales in England and Northern Ireland. The tax threshold has been temporarily raised until next March to boost the property market...Read More

Some more great news as Simon Evans has reached Fellowship status, the highest award given by the Personal Finance Society (PFS). This is in recognition of Simon’s knowledge, qualifications and commitment to ongoing study, and is a reward for many years of hard work.Read More

We are delighted to announce that John Hingston has been granted Fellowship status by the Personal Finance Society (PFS), the leading global body for the financial services profession.  This is a fantastic achievement, with less than 10% of advisers registered with the PFS holding the highest honour. We are delighted that John’s diligence, ethical standards...Read More

We consider the changes that came into effect on 6 April that could affect your personal finances in the 2019/20 tax year: Income Tax The good news: the Personal Allowance, the amount a person receives before paying Income Tax, is rising significantly in the 2019/20 tax year.  Most people will now be able to earn...Read More

As we come to the end of the tax year, we take a look at the 4 key points to consider before the 2018/19 tax year closes on 5 April.   Annual ISA Allowance This valuable allowance of £20,000 per person cannot be carried forward and so any unused amount will be lost.  Individuals should...Read More