Month

Category

Your 2021 Budget summary

Category: News

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of the economy and the government’s spending plans. The World Health Organization declared Covid-19 a pandemic on 11 March 2020, the same date as the 2020 Budget. Since then, the pandemic has led to lockdowns, restrictions, and an

Read more

Budget 2021 – The winners and losers

Category: News

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 billion package sounded significant, it’s a sum that has paled into insignificance over the last 12 months as the chancellor has spent £280 billion shoring up the UK economy. As the chancellor acknowledged in his

Read more

Investment market update: January 2021

Category: News

As we start 2021, there are reasons to be optimistic and some of this is showing in market movements. However, there are still obstacles which could have an impact on investments in the coming months. The International Monetary Fund has upgraded its global outlook for this year by 0.3%, taking expected growth for 2021 to

Read more

Capital Gains Tax review: 2 things that could change

Category: News

The Office of Tax Simplification (OTS) is reviewing Capital Gains Tax (CGT) after being ordered to by chancellor Rishi Sunak. Changes that are made following the review could affect tax liability and how you make use of allowances. While changes have yet to be announced, there are two key areas that are being considered for

Read more

Want to get financially organised?
Achieve your goals? Find peace of mind?

Get in touch