Archive for the ‘Financial Planning’ Category

Image courtesy of szeke, Flickr

The Triggers for writing your Will

Is age or life changes the more significant factor? To some extent, the age at which someone should write a Will very much depends on individual circumstances. You can make a Will any time after you are 18 years old, but there are some life events that you might think of as triggers for the [...]

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Estate planning for unmarried couples: what you need to know

There is a misconception that unmarried couples who have lived together for a long time – and maybe even had children together – will, for legal purposes, be treated as a married couple. However, this simply isn’t true. And when it comes to estate planning, the ‘default’ legal positions for married and unmarried couples are [...]

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Budget Snapshot 2017

The Budget statement was delivered today at 12.30pm by the Chancellor of the Exchequer, Phillip Hammond. This is the final ‘Spring Budget’, in the future the Budget will only be made in the Autumn. Introduction • This budget takes forward the plan for a brighter future and sets the platform for a stronger, fairer, more [...]

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New Year Checklist to put you in the best financial position

  We hope you have had a good start to 2017. We’ve put together a quick checklist to put you in the best possible position to start the year and also protect you and your family should the worst occur.   A few questions for you to consider… • If you are aged over 55, [...]

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Christmas opening hours

Our offices close for Christmas on Friday 23 December and reopen on Tuesday 3rd January. Please refer to your policy documentation or in the unfortunate event of an emergency insurance claim call Amit Patel on 07947 152 018. For urgent wealth management queries please email jonathan@pkpartnership.co.uk Wishing you a Merry Christmas and we look forward [...]

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Image courtesy of Flickr_Sheila Sund

Make writing a Will and your Lasting Power of Attorney one of your New Year Resolutions

It is at Christmas we spend most time with our loved ones and reflect on the year that has passed. Sadly we are seeing a trend of many individuals who haven’t got a Will in place to provide future security for loved ones. By writing a Will and making sure you review it when your [...]

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Image courtesy of Flickr_Sheila Sund

Income tax saving for couples

Income over £150,000 is taxed at 45%, and the personal allowance is withdrawn where income (less certain deductions) is more than £100,000. You and your partner might be able to reorganise your financial affairs to avoid exceeding one of these limits. However, there might be capital gains tax (CGT) to pay on switching ownership of [...]

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Image Courtesy of Flickr_Ishan Manjrekar

Autumn Statement Snapshot 2016

The Autumn Statement speech was delivered today at 12.30pm today by the new Chancellor of the Exchequer, Phillip Hammond, and is the first set of official economic forecasts since the UK referendum vote to leave the European Union. Autumn Statement The government updates their plans for the economy twice a year (in the Budget and Autumn Statement) [...]

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Image courtesy of Flickr_Pink Sherbert Photography

The Three D’s: Death, Divorce and Dementia

  On his way to a recent appointment our Director Prakash listened to a an interview on Radio 5 between Adrian Chiles and money expert Martin Lewis on what they called ‘The Three D’s’. Click here to listen to the interview which is well worth a listen! I am sure you will agree that the [...]

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Image courtesy of Flickr_Pink Sherbert Photography

Auto-enrol fines spike as firms miss deadlines

The Pensions Regulator issued 576 escalating penalty notices to employers that failed to comply with auto-enrolment rules between July and September, more than 15 times the amount in the previous three months. Between April and June, TPR handed out 38 escalating penalty notices. Employers that receive such a notice will receive a penalty of between [...]

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