Equitable Life to transfer to Reliance Life

11 Jul 2018

The board of Equitable Life have recently agreed to transfer its business, and all of its policies to Reliance Life, a specialist European Life Assurance Group responsible for approximately £24bn of assets for its policyholders.

Read article
Will the latest dividend tax changes affect you?

2 Jul 2018

In the summer Budget 2017 Philip Hammond followed up George Osborne’s summer Budget 2015 with further changes to the way savings are taxed.

Read article
Succession Planning with the Next Generation

2 Jul 2018

When it comes to succession planning, and passing your estate on to the next generation, it is never too early to have your intended beneficiaries involved in the process.

Read article
School Fees and Financial Planning

2 Jul 2018

Several studies have found that over the last couple of decades private school fees rose more than twice as fast as consumer prices or average salaries.

Read article
Pensions and Inheritance Tax

22 May 2018

Since 6 April 2015, it has been possible to pass on retirement savings to your loved ones without an Inheritance Tax charge.

Read article
General Data Protection Regulation (GDPR) in a nutshell

18 May 2018

GDPR provides data protection and privacy for all individuals within the European Union by emphasising that control over data belongs to the citizen and it harmonises the regulatory environment for international organisations operating within the EU.

Read article
Ten Steps to Improve Your Finances

17 May 2018

Now we are beginning a new tax year, why not treat this as an opportunity to improve your financial situation? Here are ten ways to help you get your affairs in order.

Read article
University Superannuation Scheme- What has happened?

15 May 2018

The industrial dispute between Universities UK (UUK) and the University and College Union (UCU) caused strikes to develop across the country, as academic staff and their supporters protested proposed changes to the Universities Superannuation Scheme (USS). 

Read article
Lifetime ISAs

26 Mar 2018

Similar to its predecessor, the Help to Buy ISA, the LISA is intended to encourage those below the age of 40 to save, with incentives provided if the savings are used in a particular way.

Read article
End of Tax Year Checklist

15 Mar 2018

As 5th April approaches, below is a brief guide to the allowances and exemptions you could potentially take advantage of for the 2017/18 tax year.

Read article
Planning for the end of tax year

19 Feb 2018

As with many deadlines, it is easy to put off planning for the end of the tax year.

Read article
Pensions for New Businesses

13 Feb 2018

From 1 October 2017, new start up businesses have automatic enrolment duties as soon as they employ someone for the first time.

Read article
Subscribe to our newsletter to receive all the latest insights direct to your inbox