Summer 2016 Bulletin

Please click here to access our Summer Bulletin.

The highlights of this Bulletin include:

  • Can the Lifetime ISA be a real alternative to a pension?
  • Buy to Lets and the implications of recent legislation changes
  • Avoiding Inheritance Tax
  • New tax rules around gifting

We hope you find it useful and interesting.

If you have any questions about the bulletin’s contents or how any aspects of your tax and financial planning may be affected by recent changes, please get in touch with us to discuss them.


The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.

Testimonials

I would like to thank you and all of your colleagues for all of the help you have given me in sorting out my pension. As you are aware I was recommended to your company by a pension specialist who was aware of the professionalism that was given to other customers he had sent. I have to say he was correct and now I would recommend your company without any hesitation.

Once again many thanks and look forward to future and informative meetings.

Terry Reynolds
Author

I called in yesterday to talk through by pension investment with Paul, he was as always thoroughly professional and I just wanted to acknowledge this. We do not often meet up so for that reason it is a comfort to know Paul is around to look after things.

Gordon Irving
Operations Director, Williams Lea Tag