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Where are your ISAs?

The NICs top-up countdown is underway again…

The Autumn Budget – a brave new tax world

An update on cash savings

The 2025 State Pension increase

Capital gains tax: a minority sport?

2024 – the year of two Budgets

The taxing cost of pensions

The case for holidays for investors

The taxpayer club – have you joined?

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Pension transfers sky-rocket

Transfers out of private sector final salaries boomed in 2017. There was a dramatic increase in the value of number of transfers out of...

Pension Drawdown - avoiding disaster

Nearly 80% of people using pension freedoms to manage their retirement income, face a potential financial crisis if they have not set up...

Taking early advice on your Tax return

HMRC is starting the tax year with their annual reminder to submit your tax return. HMRC’s reminder might seem early, but its statistics...

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines...

Increased Inheritance Tax Benefits for Couples

Couples could now save an extra £20,000 of inheritance tax (IHT), as the residence nil rate band (RNRB) increased in April 2018. The RNRB...

Changes to Student Loans

The income threshold at which student loan repayments begin rose on 6 April 2018. English and Welsh students who started their courses...

Pressure is dropping on Inflation

UK inflation is falling faster than expected, as the March figure for the Consumer Price Index (CPI) was 2.5%. This March figure,...

How useful is the Dow Jones Index?

The Dow Jones industrial Average – the Dow – is a well-known part of the investment market, often quoted by news sources. But what does...

What does the Pension Lifetime Allowance buy?

It is worth looking at what your pension pot could buy for your retirement. The importance of pension contributions has been bolstered by...

Taking the early view on ISAs

There are advantages to planning your ISA investments around the start of the tax year. With ISAs all the taxation benefits occur...

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01273 839544

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Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office 01273 839544

Contact Form

info@bluecoatwm.com

Main Office
01273 839544