We’re only a matter of days into the new tax year and planning early will help to create a map for achieving your goals. Here are our top ten things to be thinking about: 1. Using your ISA allowance With the new tax year comes a new Individual Savings Account (ISA) allowance. Again, it’s £20,000 […]
News
Beware of the tapered pension Annual Allowance
If you’re a busy professional, finding time to dedicate to pension planning can be difficult. But, with the new tax-year, there could be a number of people receiving an unwelcome tax bill after unintentionally overfunding their pensions. Whilst there is no actual maximum you can pay into a pension, the Annual Allowance is the cap […]
Quarter 1 2019
Our market commentary has taken a slight change in direction, as we will now be producing a quarterly update, looking back at some of the political, economic, technological and environmental events affecting markets in the past three months. After the challenges and volatility we witnessed in the last quarter of 2018, let’s take a look at […]
Depledge: Celebrating five years
It’s been five years since we launched Depledge. The journey to where we are today has been both challenging and rewarding.
January 2019
2018 proved to be a very difficult year in the markets with virtually all the major markets that we cover ending in negative territory
New Model Adviser Top 100 for Fourth Year
We’re delighted to announce that Depledge Strategic Wealth Management have been named in New Model Adviser’s Top 100 list for the fourth year in 2018.
The top 4 places to buy a home abroad in 2018
It’s not difficult to see why Briton’s find buying a property abroad so attractive. High house prices, a temperamental climate and long working hours in the UK can make buying a property abroad seem like a highly desirable option.
What to consider before buying health insurance
Taking out health insurance is a big financial commitment. However, private healthcare is an attractive option to some because it allows you increased choice, private hospitals, reduced waiting times and more personalised care compared to free NHS treatment.
5 steps to make sure you’re not losing out by shunning annuity guarantees
Since increased pensions freedoms were established in April 2015, the Financial Conduct Authority (FCA) says that £3 billion worth of annuities have been rejected by over 55s.
What does the recent IR35 ruling teach us about workers’ rights?
HMRC might have been incorrectly applying their own employment legislation. A HMRC contractor has successfully claimed for £4,200 of unpaid holiday pay after being forced to work through an employment agency rather than as a direct HMRC agency employee.