Articles in "Financial Planning"

Following the delivery of the Spring Budget on 3 March 2021, there is a good chance that people will have seen the limited changes as not affecting them a great deal; however, this could in fact have an effect both in the short, and long-term, on tax due.

Covid savers should be making the most of their pensions allowances, says Sharon Mattheus of Lovewell Blake Financial Planning.

Following the Government’s consultation into public sector pension scheme reforms, they have now published their response, here, outlining their proposals for changes to schemes over the coming years.

The UK's Supreme Court has found in favour of small firms receiving payments from COVID-19 business interruption insurance policies.

The simple answer is that you can retire when you have adequate wealth to do so.

The Wealth Tax Commission was established in Spring 2020 to provide an in-depth analysis on proposals to introduce a UK wealth tax for the first time in almost half a century. The last was considered in the UK in 1974.

Following our article in October, where we advised that the State Pension had officially increased to age 66, we wanted to take this opportunity to position further changes announced around private pension access – that were shared in September.

A Bury St Edmunds based financial adviser has been named as one of the UK’s most influential businesswomen by a leading business publication, carrying off the title of UK Financial Adviser of the Year.