Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Changes to state pension age

New plans announced in July mean that the rise in the pension age to 68 for men and women will now happen by 2039 (7 years earlier than planned), and will affect 5.8 million people aged between 39 and 47. What does this mean? The increase affects those born between… Read More

Tax Year 2017/2018 Checklist

If you missed out on these financial planning options for the 2016/17 tax year, then why not get organised for this tax year? This checklist covers actions which we can help you with, so that you reduce your tax bill before the tax year end of 5 April 2018. Alternatively, get in touch… Read More