Maximising 2021/22 Personal Allowances
The current Tax Year ends on April 5th 2022. Make sure your allowances are used efficiently, it pays to start early.
Tag Archives: annual allowance
The financial planning requirements of James Bond, Harry Potter and Doctor Who
We take a look at the finances of three fictional heroes from the UK and discuss how financial planning could help them. While we had a lot of fun writing this article, it highlights several specialist areas of financial advice, and how versatile an adviser’s toolbox can be.
How will the 2018 Budget affect me?
While we wait to understand how Brexit will affect us, there are a number of changes coming this year, many recently announced in the 2018 Autumn Budget. We’ve created this article about what these changes are and how they might affect you.
Managing the new Money Purchase Annual Allowance limit
As new pension drawdown options grow in popularity, earlier this year the Government implemented a change to the limit of how much you can pay into your Money Purchase Pension Scheme, reducing it from £10,000 to £4,000.
Are you missing out on tax-free pension contributions?
If you haven’t used your annual allowance from the last three years, you could benefit from the ‘carry forward’ rule. Find out more about making further contributions to your pensions in this article.