26 Mar
Our team is closely following the impact of today’s ‘Spring Statement’ by Chancellor Rachel Reeves. We’ve picked out the five key things you need to…
Read More19 Mar
Preserve Child Benefit Eligibility Child benefit eligibility is impacted by the highest earner’s adjusted net income. The benefit begins to reduce at £60,000 and disappears…
Read More26 Feb
Professional tax planning should be an ongoing process, but year-end decisions are critical. In most cases, unused allowances cannot be carried forward beyond the tax…
Read More25 Feb
Lifetime Allowance (LTA) No Longer Applies With the abolition of the lifetime allowance charge, those who previously held off on pension contributions due to LTA…
Read More24 Feb
As the tax year draws to a close and the impact of the recent Budget is kicking in, it’s an opportune time to review your…
Read More30 Oct
With immediate effect, the lower rate band of capital gains tax has risen from 10% to 18%, while the higher rate has moved from 20%…
Read More09 Oct
Today (October 9th 2024) we were delighted to host our regular ‘Masterclass’ event for professional advisors. Max McKechnie of JP Morgan Asset Management delivered an outstanding presentation that brought…
Read More01 Jun
We are delighted to confirm the appointment of experienced paraplanner David Kershaw as a technical analyst at Gresham. David has spent more than 25 years…
Read More24 Apr
Recent research by Standard Life has revealed that more than three-quarters (77 per cent) of adults in the UK do not feel confident about accessing…
Read More24 Apr
The launch of NS&I’s new ‘British Savings Bonds’ is an interesting development for savers and investors alike. Announced in the Chancellor’s Spring Budget in March…
Read More06 Apr
Several of the tax and investment allowances afforded to individuals come to an end on 5th April each year, with a new set coming into play…
Read More26 Feb
The Pensions and Lifetime Savings Association (PLSA) has recently conducted research revealing that a couple now needs £43,100 as an annual income in retirement to…
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