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Ten things to consider in this new tax year

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 […]

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 […]

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.