Pensions Savings Investments

Pension premiums

There are limits that may be contributed to a registered pension scheme without incurring a tax charge. The maximum amount on which an individual can claim tax relief in any tax year is the greater of the individual's UK relevant earnings or £3,600.

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Planning for retirement

For many people their retirement plans have been interrupted by various falls in stock markets, low annuity rates and the recent lack of growth in the buy-to-let marketplace brought about by changes in the taxation of income from buy-to-lets. What does a comfortable retirement look like for you, and can you improve what you will retire on?

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Building your wealth

Making your savings grow and being able to retire when and how you want is one of your most important financial objectives. But achieving this goal takes planning and perseverance.

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ISA allowances

Details of investment maximums for ISAs, the Junior ISA and the Lifetime ISA.

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Planning for you and your family

No matter what your age, personal or financial status, you will have dreams, and expectations. With the impact of the ongoing flat economy also necessitating further review, we can advise and help you plan how to make your goals a reality.

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Easy access savings accounts fall below official interest rate

A mere 5 per cent of easy access savings accounts are offering returns above the official rate of interest.

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Savings accounts deliver little return for the majority

It has been estimated that the majority of savings accounts are failing to provide savers with a genuine return on their money.

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Trusts and executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.

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Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

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Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support

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