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6 things to do before the end of the tax year

6 things to do before the end of the tax year

The tax year end is fast approaching. So, what should we be thinking about before we’re quickly onto the next one? It’s only a few months away and the year end on the 5th April will soon be here. It might feel at the moment as though there’s plenty of time until the...
Pension rule change that have virtually gone unnoticed

Pension rule change that have virtually gone unnoticed

For the last three tax year’s the maximum amount that could be invested into a pension each year has been set at £40,000 (called the Annual Allowance). However, if you are a higher earner, the amount that can be invested in this tax year that will benefit from tax...
Do you know what your partners financial position is?

Do you know what your partners financial position is?

After more than a few decades of advising my clients regarding their financial affairs, it always amazes me how little many couples know about their significant other’s financial position. The reasons are many, ranging from, “we never talk about that sort of stuff” to...
Christmas is here! My top 12 days/tips of Christmas

Christmas is here! My top 12 days/tips of Christmas

On the 1st day of Christmas: Kick back and relax with family and friends. It’s a good time to reflect on the good things that have happened in the last 12 months. It’s easy to forget what you have achieved as you prepare for the year ahead. On the 2nd day of...