Author Archive

Slower recovery... Read more

Written by Colin Caulfield | Director

Threat To Capital Gains Tax ?

15/07/2020 | No comments

CGT to be reviewed to help pay for Covid19... Read more

Written by Colin Caulfield | Director

Summer Economic Update

10/07/2020 | No comments

Temporary cut to Stamp duty and a 'green' grant scheme... Read more

The 'blue light... Read more

We hear this constantly in the news, but what does it mean ?... Read more

Up to 135,000 women could be... Read more

Covid-19 will have a profound impact on the UK’s public finances and could mean the Government has to consider tax increases in the future.   The Covid-19 lockdown has resulted in a massive curtailment of economic activity, with the Office for Budgetary Responsibility (OBR) estimating a 35% drop in productivity in Q2 2020 and a 13% fall... Read more

Written by Colin Caulfield | Director

Lifetime ISA Exit Charges Reduce

12/05/2020 | No comments

Recent changes to the LISA withdrawal charge structure due to... Read more

Written by Colin Caulfield | Director

Best Wishes To Sam

05/05/2020 | 2 comments

Sam Sharp, one of our financial planning consultants, is now on maternity leave and we wish her the very best for the birth of her first baby. Fiona Ruck ( is covering for Sam whilst she is on maternity leave. Please contact Fiona if you need any financial planning assistance in Sam’s... Read more

A useful guide from the Chartered Institute for Securities & Investment... Read more

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