News and Views


Keeping you up to date with what matters.

27 Jun 2023
Building up more tax-free money in your pension

Building up more tax-free money in your pension

When making contributions to your pension, it’s important to keep in mind that there’s a limit to how much you can contribute each year without incurring additional taxes. This limit is known as the pension Annual Allowance. On 6 April 2023, new pension legislation came into effect, presenting significant opportunities for various individuals. Among other…

Continue Reading
15 Jun 2023
Passing on assets tax-efficiently

Passing on assets tax-efficiently

Are you concerned about the impact of Inheritance Tax (IHT) on your estate? It’s natural to want to leave behind a legacy for your loved ones, but, without the right plan in place, a significant portion of your wealth could be subject to Inheritance Tax. With IHT affecting more and more families, it’s crucial to…

Continue Reading
11 May 2023
State Pension

State Pension

If you are a UK resident planning for your retirement, it’s important to be aware of the State Pension changes that have taken effect in the new tax year. From April, the amount you can now receive as part of the UK State Pension has risen, which will be welcome news to those who have…

Continue Reading
27 Apr 2023
Earth Month 2023

Earth Month 2023

  Earth Month takes place in April each year. This annual awareness month is an opportunity to raise awareness and promote environmental action needed to protect Earth’s natural resources for future generations. As a business we chose to subscribe to Ecologi on behalf of each and every one of our staff. Our funding directly supports…

Continue Reading
25 Apr 2023
Protecting income

Protecting income

Many adults understand the need for financial resilience and taking out insurance to protect their incomes in case of sickness or accident. However, too many self-employed people do not have any cover to help them should they be unable to work and are increasingly likely to choose to carry on working despite illness or injury….

Continue Reading
17 Apr 2023
Retirement planning for every life stage

Retirement planning for every life stage

No matter what stage of life you’re in, it’s never too early or late to start planning for your retirement. By taking a personalised approach, you can develop a retirement plan that will work for you throughout your life. At every stage of our life it can be difficult to take time to think about our…

Continue Reading
28 Mar 2023
Wealth succession

Wealth succession

Financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation now can have positive long-term impacts on future generations. Despite the uncertain economic climate, families…

Continue Reading
16 Mar 2023
Spring Budget 2023

Spring Budget 2023

The first Budget since October 2021 was widely expected to be an uneventful affair. Five months ago, the then new Chancellor, Jeremy Hunt, presented an Autumn Statement that was more of a Budget than many formal Budgets. Not only did his Autumn Statement result in a greater increase in the tax burden than most Budgets…

Continue Reading

AJ Bell:

Account Login