Category Archives: Tax Advice and Administration

A Week’s View to Friday 31st January 2014

A Week’s View to Friday 31st Jan 2014  

Posted in Camberley Care Fees Funding Advice Services, Care Fees, Care Plan, Economic Reports and Forecasts, Economics, Economics Central Bank and Treasury, Immediate Care Fees Funding Advice, Independent Financial Advice, Later Life Adviser, Long Term Care Fees Planning and Funding Advice, Market Numbers, Markets, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,

Tax Time for Isle of Man Assets

Britons hiding money in the Isle of Man now have three years to “own up” of face penalties of up to 200 per cent of unpaid tax – the latest move to clamp down of tax evaders. The British Government … Continue reading

Posted in Chartered Financial Planner, Independent Financial Advice, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , ,

Attention Employers: Time is ticking : Payroll reporting is changing – operating PAYE in real time

HMRC is introducing a new way of reporting PAYE – called Real Time Information, or RTI. HM Revenue & Customs (HMRC) reports that from April 2013, employers will be legally required to report PAYE in real time. “This means that … Continue reading

Posted in Business Financial Planning, Financial Planning, Tax Advice and Administration | Tagged , , , , ,

Tax Treatment of Exchange Traded Funds

The following is provided for information and interest purposes only and is not held out to be any form of advice. Taxation Law and its interpretation is subject to change and therefore the tax treatment of investments and the strategies … Continue reading

Posted in Chartered Financial Planner, Financial Planning, Independent Financial Advice, Investments, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , ,

Independent Financial Planners and Investment Advisers

We have no doubt that you want to deal with a Chartered Financial Planner that operates with honesty and integrity, and a firm that is focused on your  needs and wants, acts with impartiality and provides you with unbiased advice. Welcome … Continue reading

Posted in Business Financial Planning, Care Fees, Chartered Financial Planner, Divorce, Equity Release, Estate Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, Inheritance Tax, Investments, Life Assurance, Mortgages, News, Pensions, Press, Retirement, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , ,

UK Budget 2012

A fuller review discussion of today’s Budget 2012 will be available for Retained Financial Planning Clients. One or two Key Points:- •HM Government to extend Capital Gains Tax regime to gains on disposal of UK residential property by non resident … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Tax Advice and Administration | Tagged , , , , , , , , , , , , , ,

A game with two halves? Don’t forget your ISA allowance!!

A game with two halves? No – Not football. With all the news about global debt and the “Greek Problem” it is little wonder that some people are feeling “all financed out”. However, it is important at this time to … Continue reading

Posted in Chartered Financial Planner, Estate Financial Planning, Financial Planning, Financial Services, Independent Financial Advice, Investments, Pensions, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , , ,

Tax and Debt: The Odd Couple? But – Is it the same for little and large?

Tax and Debt. A number of news items are worth noting this week – above the general “noise” that pervades at the moment. There is a reported resurgence of speculative debt – Payments in Kind Notes or PIKs as they … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Financial Services, Independent Financial Advice, Mortgages, News, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , , , , , ,

Pension Protection Deadline Looms!

Don’t forget to check just how much your pension funds are worth – and that INCLUDES your Work Pension schemes.. If you think you are in for a pretty good pension, check how much you should expect to get at … Continue reading

Gallery | Tagged , , , , , , , , , , , , , , ,

Taxing times for Business

Chancellor George Osborne is under renewed pressure from the right of the Tory party to cut business taxes and simplify labour laws as we approach Budget time once more. The Treasury itself already states the Government’s intention to “work with … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Independent Financial Advice, News, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Tax Reform should be high on the Government’s agenda, to support long-term growth

The Latest Green Budget from the Institute of Fiscal Studies suggests that the case for a significant short-term fiscal stimulus to boost the economy is stronger than it was a year ago. The IFS Green Budget suggests that even relative … Continue reading

Posted in Business Financial Planning, Chartered Financial Planner, Financial Planning, Tax Advice and Administration | Tagged , , , , , , , , , , , , , , , , | Leave a comment

The Tax Self Assessment Deadline looms – 31st January 2012

The Tax Return deadline is upon us!! Many people will no doubt have analysed all their relevant financial affairs and completed and submitted their tax return already – or got their accountant agent or adviser to do this for them! … Continue reading

Posted in A Gold Standard, Business Financial Planning, Chartered Financial Planner, Estate Financial Planning, Finance, Financial Planning, Financial Services, Independent Financial Advice, Inheritance Tax, Investments, Pensions, Tax Advice and Administration, Tax Efficient Savings | Tagged , , , , , , , , , , , , , , , , , , , | Leave a comment