Doctors taking early retirement as pension tax rules bite

pill packets

Some doctors have found their incomes disappearing as an unwelcome consequence of measures designed to limit the cost of pensions tax relief to the Treasury. We explain the impact of the pension annual allowance tapering rules. According to a recent Financial Times report some NHS consultants are being landed with tax bills of up to …

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Say Hello to iO

Laptop - Intelligent Office

We are pleased to announce our significant investment in new client facing IT systems, Intelligent Office (iO), to improve security, communication and improve our carbon footprint. To further improve service delivery and give you more choice about how you work with us and access your information, we are upgrading our IT systems and investing significantly …

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Chartered Status For Sheffield Financial Planner

Chartered financial planner

Paraplanner Sally Talbot has achieved Chartered Financial Planner status, further strengthening our thriving Sheffield office. We are delighted to announce that the Chartered Status of Russell Ulyatt has been further strengthened as paraplanner Sally Talbot has successfully completed the Chartered Insurance Institute’s (CII) accreditation to become a Chartered Financial Planner. Sally’s success strengthens our thriving …

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The Budget: An End to Austerity?

The 2018 Budget – delivered on a Monday for the first time since 1962 – produced a number of surprises, not least some high-profile ‘giveaways’. Announcements in the Budget included: A £650 increase in the personal allowance to £12,500 for 2019/20, the level originally pencilled in for 2020/21. A £3,650 increase in the higher rate …

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Is the LISA’s Short Life About to End?

walkway stretching to the horizon

The Lifetime ISA (LISA) may not survive after low uptake by providers and fresh criticisms from parliament. The LISA has been reviewed by the Treasury Select Committee, which was critical of, “its complexity, its perverse incentives, its lack of complementarity with the pension saving landscape and its apparent lack of popularity with the industry and …

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Storm clouds over a tree in a field

We issued an article earlier this week prior to the UK’s ‘Brexit’ referendum vote. The result is now known and with all markets reacting, we want to emphasise the points that we made in our earlier article. Nothing that we said in our earlier article has changed this morning. The market risks may seem material, …

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