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Tax Return 2018

2016/17 Self-Assessment Tax Return As we are now in a new tax year, some people will already be preparing their 2017/2018 tax return for submission to HMRC. However, others will still not have submitted their tax return for 2016/2017. These people may have already incurred a £100 penalty. However, they can avoid additional penalties if…

April 24, 2018 Handy Guides
Help to Save Scheme

Help to Save Scheme

Have you heard of the brilliant new savings scheme being offered by your government, to help you save?  You really should consider this if you qualify.  It’s called the Help to Save Scheme. The Help to Save scheme is a new government saving scheme to support working people on low incomes to build their savings. Basically it…

March 13, 2018 Investing & Pensions

IR35 – the recent tax case of Christa Ackroyd Media Limited and the Commissioners for HMRC

In a recent tax case, Christa Ackroyd Media Limited and the Commissioners for HMRC, Christa Ackroyd (the taxpayer) lost her appeal against HMRC’s decision that she was caught by IR35. This is the first of what’s expected to be a number of high-profile appeals involving television presenters and IR35. Do you run a personal services company? …

March 11, 2018 News

Take the penalty out of Self-Assessment

Self-Assessment submission and self-assessment personal tax is a tricky thing to add into the equation, especially when you have a business and personal life to manage, and here at, we want to help. I guess my Facebook live update on 27th January reached the 10.7 million people who submitted their self-assessment tax returns before…

March 8, 2018 Handy Guides
stock market

Volatile markets and a sunny economy

Although we have experienced a little volatility in recent weeks, the overall outlook for the economy looks pretty sunny, more than I can say for the weather outside my window!  But hey, my wife keeps reminding me it’s February what do I expect!  So the overall economic outlook should support equity prices for a while, particularly if investors take…

February 19, 2018 Market Commentary
Office public Guardian

Lasting Power of Attorney Refunds

I often shout the need for Powers of Attorney – for everyone!  Not just the elderly. Now, if you have listened and if you have registered a Lasting Powers of Attorney (LPA) between April 2013 and March 2017 then you may be due a refund! The Office of the Public Guardian (OPG) is issuing partial…

February 11, 2018 News, Protection
Stock market

Interview between Paul and Warren about the recent stock market volitiltiy

Does the stock market volatility or the risk of interest rate rises concern you? In this video, Paul Stafford asks Certified Financial Planner Warren Shute what are the wider implications of this for both investors and non-investors, property owners and renters.   The video finishes with Warren letting us know that he’ll be speaking on…


To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal coins are involved. No central bank issues the currency, and…

February 8, 2018 Investing & Pensions
Charity giving

Charity Giving and Tax Saving

We all know someone who has been affected by cancer and prostate cancer affects 1 in 8 men in the UK!  When I heard this statistic I was shocked! So, Nicky, Olly, Bella, Monty and myself decided to join forces with some good friends and take part in a 7-mile walk, from Luton rugby club,…

February 2, 2018 Handy Guides

My little tax secret!

The final countdown, you have until 31st January to pay your tax bill. Do you have the money? If not, call HMRC and speak to them to see if you can arrange a payment plan – don’t bury your head, it will make you feel worse and not help anyone. You really need to call…

January 27, 2018 Organisation

Goals – progress update

We’re into 2018 how’s it started? How are the new year resolutions, the goals you set yourself for the coming months and years ahead, any good? Setting goals and reading them every morning and every night before you fall asleep will help you stay on course. So whether it’s January 1st or August 27th the…

January 16, 2018 Goals

FTSE 100 Review

The FTSE 100 has undergone its latest quarterly review. FTSE Russell, the providers of the FTSE 100 and related UK indices, has announced the results of its quarterly review.  This was based on market values on 28th November and will take effect from Monday 18th December. As far as the FTSE 100 is concerned, there are three…

December 8, 2017 News
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