Latest News

May / June 2012 Newsletter

Welcome to the latest edition of our personal finance magazine.

2012 Budget Summary

Following last weeks Budget announcements, please view our Budget 2012 Client Summary.

Tax Tables - 2012/13

Following on from the Budget we now have pleasure in attaching up to date tax tables for the forthcoming year for your information.

Amendments to Contracting out of the State Second Pension (S2P) & Protected Rights Pension Benefits

As you have no doubt been advised by your pension provider, with effect from April 2012 the Government is abolishing contracting out of the State Second Pension (S2P) (formerly State Earnings Related Pension SERP’s) and altering how the existing Protected Rights pension benefits that have accrued via contracting out are treated.

March / April 2012 Newsletter

Welcome to the latest issue of our personal finance and investment magazine.

There are 19 news articles.

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News article number One We provide peace of mind that all aspects of your financial planning are being looked after on an ongoing basis via regular review meetings. More...
News article number Two you have unlimited access to your adviser between review dates either face to face, by telephone or email. More...
News article number three We focus on helping you achieve your financial and lifestyle goals as opposed to the product sales based approach of many other advisers. More...