Personal advice guides

Personal - 25 September 2009

As with all aspects of our service, we aim to work with you to maximise your wealth and to build value and security for your family as well as your business. These personal planning guides are designed to provide you with useful information, but please contact us to discuss how we could help you.

Topical information

2012 Budget

The Chancellor has announced that this year's Budget will take place on 21^st March 2012. We will be covering the announcements live on the day, and will provide a full summary of the measures and how they could affect you shortly after the day. Please keep an eye on the Budget area of our website for more information.

Finance Bill 2012

The draft clauses of the Finance Bill 2012 were announced shortly after the Autumn Statement. Read our summary here.

Autumn Statement 2011

The Autumn Statement 2011 included a series of announcements designed to strengthen the flagging economy. We provide you with a concise summary of the measures revealed. Read our Autumn Statement report »

An Introduction to personal financial and tax planning

An introduction to tax planning: Tax planning is the legal process of arranging your affairs to minimise a tax liability.
Intro to the tax system: Tax law is more complicated than ever. As a consequence tax planning is more important than ever before. We are available to guide you through all aspects of the tax system.
Planning aspects: Planning is bringing the future into the present so that you can do something about it now.
Home aspects: The importance of careful planning extends to your home life as well as your business
VCT and EIS: Subscribers to VCT investments are eligible for tax relief of up to 30%. Professional advice must be sought before making investments that qualify for these reliefs.

Recovery or 'double dip' recession centre: We have a range of up to date articles and commentaries on the ongoing recovery.
Aspects of investments and investing: How much do you need to save? What saving is tax-efficient? When will you be a millionaire?
Pensions: What has happened to your retirement planning? When will you retire? How much will you need to live comfortably?
Archive...
Autumn Statement : 29 November 2010 Onwards: News and analysis made by the Government.
2010 Economic Review: For those interested in an overview of the ups (very few) and down this year. Read the Economic report here.
Comprehensive Spending Review : 20 October 2010: News and analysis made by the Government on the 20 October 2010.

Upcoming deadlines

Apr

2012

ISA date: Last day to use the 2011/12 ISA investment limit of Â£10,680 (cash maximum of Â£5,340)

View all deadlines