Handy Guides


Financial planning is for everyone, not just the wealthy

When you think of financial planning, what comes to mind? Boring discussions on pensions, wealthy individuals hiding their money off-shore to save tax? Neither could be further from the truth. Financial planning is used by millions of people worldwide; people just like you. It follows a structured processes, with the planner working with clients to […]

September 28, 2018

Capital Gains ruling on your main residence

In the recent case of McHugh v HMRC, the First Tier Tax (FTT) Tribunal were asked to consider the question of whether private residence relief from capital gains tax (CGT) should be given in respect of any part of a three-year period of ownership that preceded the taxpayer’s occupation of the property.

August 27, 2018

Do I Care ISA?

The care fee problem is massive, it is estimated that in 2020/21 there will be a £5.5 billion funding gap in the costs of social care. This is set to rise to £12 billion by 2030. Meeting the potential huge future costs of care is therefore a massive headache for the Government and the elderly. […]

August 24, 2018

Let’s make Q3 amazing!

I think Q3 is the one of the most exciting times of the year: on one hand you’re thinking about how quickly time flies, and on the other there are six months left of the year, plenty of time to do something about achieving your goals.

July 26, 2018

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