Lasting Power of Attorney – the most important thing I ever did.
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Lasting Power of Attorney – the most important thing I ever did.
Posted by Jon Pryse-Jones on October 22, 2024

Lasting Power of Attorney – I offer some guidance in making the right decisions and explain why it was the most important thing I ever did.

CGT and gold: what you need to know
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CGT and gold: what you need to know
Posted by Jon Pryse-Jones on October 21, 2024

Do you know how CGT and gold interact? In some cases, it’s possible to invest in gold without having to pay CGT on any future profits.

Want to top up your state pension – time is running out!
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Want to top up your state pension – time is running out!
Posted by Jon Pryse-Jones on October 17, 2024

If you want to top up your state pension by buying back missing NI years from 2006, act quickly – especially if you can’t do it online.

Personal Financial Planning for the elderly – Part 3
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Personal Financial Planning for the elderly – Part 3
Posted by Kevin Wheeler on October 16, 2024

Personal Financial planning – in part 3, we look at things from a tax planning perspective and at issues around Inheritance Tax.

Ethical tax planning – is it worthwhile?
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Ethical tax planning – is it worthwhile?
Posted by Karen Jones on October 9, 2024

We discuss the benefits of ethical tax planning and seek to explain why this is a valuable route to take when looking to reduce tax.

Why are landlords selling up – and is buy-to-let still worth it?
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Why are landlords selling up – and is buy-to-let still worth it?
Posted by Ben Locker on October 8, 2024

Currently, many landlords are selling up and leaving the buy-to-let market. But is it still worth holding a portfolio of rental properties?

Financial Planning for the elderly – Part 2 of 3
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Financial Planning for the elderly – Part 2 of 3
Posted by Kevin Wheeler on October 7, 2024

Financial planning for the elderly is vital once your parents and relatives reach their golden years. We examine the areas to consider.

High Income Child Benefit Charge – what you need to know
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High Income Child Benefit Charge – what you need to know
Posted by Karen Jones on October 1, 2024

This year the High Income Child Benefit Charge will affect some basic rate taxpayers for the first time. Here’s what you need to know.

EPC upgrades back on the table for private landlords
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EPC upgrades back on the table for private landlords
Posted by Jon Pryse-Jones on September 26, 2024

While proposed EPC upgrades were scrapped by the last government, Labour now plans to reintroduce energy efficiency requirements.

Financial planning advice for the elderly – Part 1 of 3
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Financial planning advice for the elderly – Part 1 of 3
Posted by Kevin Wheeler on September 19, 2024

Financial planning advice becomes more and more relevant the older you become. We look at various aspects such as Wills and Inheritance Tax.

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