Posts Tagged ‘Financial Planning’

Image courtesy of Flickr_Sheila Sund

Finance Bill: September 2017

Further to the Spring Budget, the Treasury has published its second Finance Bill of 2017 to legislate for proposals made in this year’s Budget that were abandoned when the Government called June’s General Election. Key announcements include: The money purchase annual allowance reduces to £4000 from 6 April 2017. The dividend tax allowance reduces to £2000 [...]

PK Partnership Budget Savings and Pensions

Financial Focus: Summer 2017

In the summer issue of Financial Focus learn more about: The ISA family grows again The Lifetime ISA was launched on 6 April and is an important addition to the ISA family. Budget tax changes – set for a comeback? The Spring Budget contained a few surprises, but came before the big surprise – a [...]

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In Focus Spring 2017

The latest version of In Focus is out including your year end checklist. PKPartnership_InFocusSpring2017

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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 [...]

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Income over £150,000 is taxed at 45%, and the personal allowance is withdrawn where income (less certain deductions) is more than £100,000.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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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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Can you take the risk?

The outcome of the EU referendum was a reminder that risk comes in many forms, including political risk. The UK has experienced its fair share of political risk recently. Following the decision to leave the institution that has been a core part of our economic and political lives in one form or another for 43 [...]

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Inheritance Tax: the silent tax collector

The government’s receipts from inheritance tax (IHT) have been rising much faster than the yield from other taxes. In a recent report on the changing nature of UK tax revenues, the Institute for Fiscal Studies (IFS) noted that “There is an increased reliance on smaller taxes”. It attributed this shift to the political difficulties in [...]

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Single-tier pension blues

The Department for Work and Pensions is sending out bad news to over 100,000 people. The new single-tier state pension started life in April 2016, marking the end of the basic state pension and the state second pension for anyone who had not already reached their state pension age (SPA). In the run up to [...]

Image Courtesy of Patrícia Almeida on Flickr

Brexit fallout: what are the implications?

The implications for investors of the result of the UK referendum on EU membership will be played out over the months ahead and it is very likely that volatility will persist in the near term. Although we understand investors’ concerns, you should not need to make dramatic changes, provided you have a well-diversified portfolio. Financial [...]



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