News Listings

Independent financial and tax advice, Wetherby, Leeds IFA

How to avoid inheritance tax

Friday, 12 February 2016

Inheritance tax is levied at 40% on any wealth over £325,000 that you leave to your beneficiaries when you die. This might seem like a lot of money but with property values on the rise again you may ...

Independent financial advice, Wetherby, Leeds IFA

Keep your child benefit payments using a pension

Friday, 12 February 2016

You may be at risk of losing some or all of your child benefit, but the good news is that paying into a pension is a simple and very tax efficient way to avoid this. Families where one earner brings ...

Dividend tax rates change on 6th April 2016

Take dividends before April 6th

Tuesday, 9 February 2016

Many of my clients are business owners. For those of you who, like me, own a limited company, it is well worth considering whether you should take money out of your company as dividends before April 6 ...

Independent financial advice on guardianships, Wetherby, Leeds IFA

Scottish guardianship orders

Tuesday, 9 February 2016

One of the greatest challenges of growing older may come when a loved one’s mental capacity begins to deteriorate, such as through one of the various forms of dementia. Sometimes there are sufficien ...

Independent mortgage advice, Wetherby, Leeds, Wendy Cochran IFA

Buy to let mortgages - how much can you borrow?

Tuesday, 9 February 2016

Most buyers of rental properties know that banks will only lend them 75% of the value of the property they want a mortgage on (or 75% of the price they pay, if that is lower). However, many don’t re ...

Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). A brand of Dalbeath Financial Planning Ltd (company no. SC450460)