Resources
Resources

Budget 2021 – Headlines
We are not going to cover everything that the Chancellor announced as there are plenty of articles on the details.

Should I pay into my employer’s pension?
Whenever we are asked “Should I pay into my employer’s pension”, the answer is always an enthusiastic “Yes!”

Are you making the most of your tax allowances?
The tax year of 2020/2021 was not quite what any of us expected. You are bound to have faced some financial challenges during the year, and if you are a business owner, you will have tackled a lot of paperwork!

What is a Fixed Rate Mortgage?
A fixed rate mortgage pretty much does what it says on the tin – you are locked into an interest rate for a specified period of time. The common duration is anything between two and five years, although it is possible to get longer periods of up to fifteen years. Why would you want a

What is an ISA?
An ISA stands for Individual Savings Account and is a tax efficient way of investing. Every year you have the option of investing money up to a specified amount, called your ISA allowance. You are able to save this money without paying tax on your returns. The allowance limit usually changes each year, and the

What is a Gilt?
Put simply, a gilt is a Government promise – a UK Government bond. By purchasing a gilt, you are lending money to the Government, which they guarantee to pay back. Gilts can be purchased as a private individual, but they are also a common investment strategy for pension funds and investment funds. So what’s the

Budget 2021 – Headlines
We are not going to cover everything that the Chancellor announced as there are plenty of articles on the details.

Should I pay into my employer’s pension?
Whenever we are asked “Should I pay into my employer’s pension”, the answer is always an enthusiastic “Yes!”

Are you making the most of your tax allowances?
The tax year of 2020/2021 was not quite what any of us expected. You are bound to have faced some financial challenges during the year, and if you are a business owner, you will have tackled a lot of paperwork!

What is a Fixed Rate Mortgage?
A fixed rate mortgage pretty much does what it says on the tin – you are locked into an interest rate for a specified period of time. The common duration is anything between two and five years, although it is possible to get longer periods of up to fifteen years. Why would you want a

What is an ISA?
An ISA stands for Individual Savings Account and is a tax efficient way of investing. Every year you have the option of investing money up to a specified amount, called your ISA allowance. You are able to save this money without paying tax on your returns. The allowance limit usually changes each year, and the

What is a Gilt?
Put simply, a gilt is a Government promise – a UK Government bond. By purchasing a gilt, you are lending money to the Government, which they guarantee to pay back. Gilts can be purchased as a private individual, but they are also a common investment strategy for pension funds and investment funds. So what’s the

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Maybe you need some support with handling probate? Or you have a loved one faced with long term care?
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Create that bucket list, and let’s talk about how you can start ticking off your list…