Key changes to be aware of following March’s Spring Statement. In March, in the midst of the ongoing Brexit drama, the Chancellor, Philip Hammond, delivered his Spring Statement on the state of the economy. Mr Hammond made clear some while ago that he wanted his Spring Statement to be a short financial briefing and he …
A Spring Statement in the Eye of the Brexit Storm Read More »
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 …
Chartered Status For Sheffield Financial Planner Read More »
Later life mortgages and equity release – by our partners Oliver Jones Associates Limited. After the financial crash of 2007 lenders became wary when lending into retirement and other tools such as Interest Only mortgages were severely restricted. Much has changed in the last 10 years. The state pension age has increased, property values in …
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 …
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 …
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, …
