In recent weeks, the outbreak of Covid-19 (previously known as ‘coronavirus’) has made headlines around the world. By mid March, the World Health Organisation reported that there had been more than 110,000 reported cases globally, with more than 4,000 deaths. With outbreaks recorded in locations as diverse as Austria, Iran and Singapore it’s clear that […]
This week, Rishi Sunak has delivered the first Budget of the new Conservative government. With a large majority behind him, the theme of the Chancellor’s speech was to deliver the promises made in the party’s election manifesto or, as Sunak himself repeatedly said, to ‘get things done’. Of course, the coronavirus outbreak has significantly changed […]
After delays and the appointment of Rishi Sunak as Chancellor just weeks ago following the resignation of Sajid Javid, the Budget was finally delivered this week. It’s the first to be given since the UK left the EU on 31st January 2020, with the country now in a transition period, and comes amid the coronavirus […]
The current tax year ends on 5 April 2020 and this date represents the final chance to use many of your annual thresholds and allowances. And, as you don’t have the option of carrying forward many of these allowances, failing to use them means you lose them. Keeping track of changing thresholds and effectively managing […]
In recent months, problems with pension allowances have made national news. A particular area of concern has been the impact on NHS staff, as it has emerged that the number of members leaving the NHS pension scheme was five times higher than other public pension funds. Issues with the controversial Tapered Annual Allowance have caused […]
Since Depledge Strategic Wealth Management Ltd opened its doors to advising clients in 2014 we have attracted over 200 new family groups who have come to rely on our services. A large proportion of new clients have been referred from our existing clients. Word-of-mouth referrals are extremely important to us, as we want to ensure […]
It has been another busy few months at Depledge and, as we head into the spring, we have several important pieces of news to share with you. Not only have we been included in a list of just 16 top-rated financial advice firms in the UK, but we’ve also been nominated for an award and […]
It probably won’t surprise you to learn that we believe passionately in the benefits of financial planning. From giving you the confidence to live your life, to the pounds and pence returns that are generated, there are countless reasons why we believe clients benefit from advice. Now, a major report has looked at the specific […]
Pension legislation never stands still. Successive governments have tinkered with rules, legislation, allowances and payments and 2020 will be no different in this regard. So, to help you understand what changes are in the pipeline, here’s your complete guide to the pension changes coming in 2020 – at least the ones we know about so […]
Did you know that, according to HM Revenue and Customs, more than 10,000 children already have pension plans in place? If you consider that there were more than 900,000 Junior ISAs subscribed to in the 2017/18 tax year, then it’s clear that many parents and grandparents are planning for their child’s future using these investments. […]