Knowledge

Death in Service – Beware Hidden Tax Charges

As financial planners one of the first subjects we explore with clients is whether they have enough protection – Life Assurance, Critical Illness and Income Protection or sick pay. Arguably the most important topic of discussion is – what would happen if things went wrong? Would your family cope financially?

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Daniel Boden

Chartered Financial Planner

Year end tax planning checklist for individuals

There’s less than a fortnight to go until the end of the tax year but there may still be time to consider some last-minute tax planning to maximise the use of allowances, reliefs and exemptions for this tax year. Some of these will be lost if not used before the tax year end.

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James Hollway

Registered Adviser and Partner