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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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New probate fees to affect many estates

The government has revived plans to raise probate fees in England and Wales. A new, banded structure for probate fees in England and...

State pension equality means increases for all

The State Pension Age (SPA) became equal for men and women for the first time, at age 65, on 6 November 2018. Having reached this...

Winter e-News

State pension sees rise thanks to the triple lock

A 2.6% rise in the single tier state pension was announced in the 2018 Budget. The increase to the single tier state pension, and its...

Slowing down our old age

A paper published in August by the Office for National Statistics (ONS) casts new light on life expectancies in the UK. Life expectancy...

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...

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...

Saving tax

Making the most of your pension contributions Are you claiming higher rate pensions tax relief? If you pay higher rate tax you will not...

Financial Life Planning

A seismic shift is occurring in the world of financial planning. Traditional financial planning has tended to treat “money” – not people...

Family at the core

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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