Client Portal

2020/21 Year-End Tax Planning

Keeping more of your money to enjoy, invest, save or pass on

Tax never requires a one-size-fits-all approach. Each taxpayer and each year will be different. And with the end of the current 2020/21 tax year approaching on Monday 5 April 2021, now is the time to carry out a tax health check and implement any planning opportunities.

ISA returns of the year

Use it or lose it!  Don’t miss out on this year’s tax-efficient opportunity

Individual Savings Accounts (ISAs) have been available since 1999. The proceeds are shielded from Income Tax, tax on dividends and Capital Gains Tax.

Pensions on divorce

Navigating through what may be uncertain territory during this emotional time

If you’re going through a divorce, dividing up any pensions you have will usually be one of the largest financial decisions you need to make. Agreeing financial arrangements in your divorce can seem daunting; there are so many misconceptions and myths as to what each party is entitled to that it gets confusing. The rules surrounding dissolution of a registered civil partnership are the same as those for divorce. In this guide, we use the term ‘divorce’ to mean the end of a registered civil partnership as well as the end of a marriage.

Cashflow modelling

Is it time to bring your money to life?

Wealth is more than money. Managed the right way, it should be a tool that gets you closer to your goals, to serve you at different stages of your life.

Self-Invested Personal Pension (SIPP)

What do your retirement plans look like?

Saving for your retirement is one of the longest and biggest financial commitments you will make. Imagine you’re retiring today. Have you thought about how you’re going to financially support yourself (and potentially your family too) with your current pension savings? The new pension freedoms provide an incentive to look again at your retirement savings.

Life goals

Are you building the future you want?

Creating a financial roadmap for the future you want involves a close analysis of your personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future and many other items regarding how to help you enjoy the journey.

Making a Will during COVID-19

Thinking about how well we are prepared for our futures

As coronavirus (COVID-19) leaves many of us working from home surrounded by our families and loved ones, it is inevitable that we start to think about how well we are prepared for our futures.

Why seek professional financial advice?

Tackling problems, creating a plan, dealing with challenges 

Whether you’re starting out or well into your wealth creation journey, professional financial advice help you to define your goals and the path to getting there. It gives you a map and ongoing support to help you take control of your future.

Planning for tomorrow, today

4 pension facts to help you create a happy and wealthy retirement

The future may seem far away. Regardless of your retirement  goals, there are things you can do to increase your chances of success. It is important to look objectively at your plans and adapt them as your priorities change over the years and you go through different life events.

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