News Listings

Investment advice, Wetherby, Leeds IFA

Flexible ISA allowances introduced

Saturday, 16 April 2016

Great news – from April 2016 individual savings accounts (ISAs) have got a lot more flexible. The annual allowance for each person remains at £15,240, and as before this can be split between a cas ...

Independent financial advice, Wetherby, Leeds IFA

Tax avoidance schemes to be avoided

Sunday, 27 March 2016

Tax avoidance schemes can sound very attractive. They are generally sold as being low risk, “legal” and highly lucrative. However, the government has transformed its approach to these in recent ye ...

Key budget 2016 tips. Wetherby, Leeds independent financial advice

Key takeaways from March 2016 Budget

Thursday, 17 March 2016

Key takeaways from the March 2016 Budget for our clients: Income taxes Personal allowance to increase to £11,500 in 2017/18. Higher rate tax threshold to increase to £45,000 from 2017/18. Class ...

Independent financial advice, Wetherby, Leeds IFA

Top income tax tips

Wednesday, 2 March 2016

No-one likes paying more income tax than they need to, so here are some quick tips on how the current rules work and how to avoid tax where possible: Most people pay no tax on the first £11,000 they ...

Wetherby, Leeds IFA

Don't put up with bad banks

Thursday, 25 February 2016

Recommending a current account provider isn't really part of the independent financial advice service I offer to clients, but I saw this survey from MoneySavingExpert and thought it was worth sharing. ...

Independent financial advice, Wetherby, Yorkshire IFA

Avoid paying too much tax on pension withdrawals

Sunday, 14 February 2016

The new “pension freedoms” are now in force, and millions of people can now take as much money out of their “money purchase” pension schemes as they wish. However, many of those who have taken ...

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