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Year End Tax Planning

Year End Tax Planning

As the 31st March looms large, we thought it might be helpful if we sent this brief email as a reminder of the various annual allowances which, if not used by the end of the tax year, will be lost for ever. Individual Savings Account (ISA) We all have an annual...
Happy New MiFID II & What it Means to You?

Happy New MiFID II & What it Means to You?

It’s a new calendar year and as with January 2013 when the Retail Distribution Review (RDR) hit the financial services industry, this New Year starts with major changes which most investors may not be aware of, but may well be affected one way or another. So, we...
Clearmoney November / December

Clearmoney November / December

Welcome to the final issue for 2017. Inside this issue, we talk about estate planning, which is an extremely emotional subject as people generally don’t like talking about money or death. On page 10, we comment on new research that shows some people would like to talk...
Autumn Budget November 2017

Autumn Budget November 2017

Chancellor of the Exchequer, Philip Hammond, delivered his second Budget to Parliament on 22 November 2017. In every Budget, there are winners and losers, and Autumn Budget 2017 was no different. In his keynote speech given to MPs in the Commons, Mr Hammond signalled...
ClearMoney September/October

ClearMoney September/October

Welcome to our latest issue. Will you be one of the six million men and women workers who will have to work an extra year before retiring after the Government announced that it would be extending the retirement age to 68? We look at the new plans announced in July...
ClearMoney July/August

ClearMoney July/August

Welcome to the latest edition. If a week in politics is a long time, then the eight weeks of general election campaigning seemed like an eternity Prime Minister Theresa May’s snap UK election surprised many people. Despite polls narrowing substantially over the course...
ClearMoney May/June 2017

ClearMoney May/June 2017

Welcome to the latest edition. The news has recently been full of stories about Brexit, Article 50, inflation and how some key announcements from Spring Budget 2017 could impact on our finances. It can be very confusing with the number of conflicting viewpoints given,...
ClearMoney March/April 2017

ClearMoney March/April 2017

Welcome to our latest issue, featuring articles written to help you make the most of your hard-earned money and achieve your long-term financial security. Each tax year, we are given an annual Individual Savings Account (ISA) allowance. Anyone wishing to utilise their...