Category: Uncategorised

Due to the reduction of the Office of the Public Guardians performing costs, an excess of £89m was identified through Lasting Power of Attorney fee overpayments between the 1st of April 2013 and the 31st of March 2017. During this time the Lasting Power of Attorney applications fees were not amended. It is estimated that … Continue reading Lasting Power of Attorney Applications Fees

The Chartered Insurance Institute has recently rebranded to draw on its rich heritage whilst presenting a more contemporary style. The new logo is dramically different from the previous Chartered logo, and whilst we are not moving over to this immediately to save costs and resources, you will see our new logo appear on our literature … Continue reading Change of Logo – Chartered Financial Planner

How will the new dividend allowance work? Starting April 2018, there will be a new way in which dividend allowance will work. Shareholders currently are allowed to withdraw up to £5000 of dividends without it being taxed. Come April 2018 this will be cut from £5000 to £2000. This news has left a lot of … Continue reading Do you receive dividends?

We are pleased to see that the FCA has published a warning to investors thinking of investing in Bitcoin, a type of Cryptocurrency which has become more popular with investors. Cryptocurrencies are digital tokens. These may represent a share in a firm, a prepayment voucher for future services or it may have no value at … Continue reading Bitcoin

Lifetime Allowance is a limit on the amount of pension that can be drawn from pension schemes throughout your lifetime. This Lifetime allowance was introduced in 2006 at £1.5million and was increased each year to 2010 when it reached a level of £1.8 million. Since then a number of changes to the legislation have reduced … Continue reading Lifetime Allowance

One of our clients came to see us last week. We discussed a previous decision on his part to invest in fine wine. He had been cold-called by a very professional firm with some very impressive brochures on the benefits of investing in fine wine and had made the decision to invest some of his … Continue reading Thinking of investing in wine?