Your New Year financial checklist 

2022 was an eventful year, giving you good reason to think about your financial planning for 2023.   Last year we saw three prime ministers, four chancellors, no formal Budget (even if the Autumn Statement looked remarkably like one), high inflation, … Continue reading

Cohabitation law reforms rejected 

The government has rejected proposals to modernise cohabitation laws in England and Wales, leaving it up to individuals to arrange their financial affairs for partners and dependents.   In August, the House of Commons Women and Equalities Committee published The rights … Continue reading

Investors set to pay more tax  

The new Chancellor’s Autumn Statement has increased the tax bill for many investors.   In his Autumn Statement, the Chancellor, Jeremy Hunt, said that in making decisions on tax the government followed a broad principle that “we ask those with more … Continue reading

Caught by the additional tax rate taper trap 

A growing number of taxpayers are being caught by the personal allowance taper, which will be exacerbated by the reduced additional rate tax threshold of £125,140. With many also questioning why the new threshold is not a round number, a … Continue reading

Looking for alternative Christmas presents? 

Why not consider a different kind of gift for your children or grandchildren this Christmas – perhaps one with a financial twist?  According to a prediction made by Hamleys in October, among some of the top bestselling toys this Christmas … Continue reading