News and Blog

Budget 2015: Flexible ISAs

New fully Flexible ISAs will allow savers from Autumn 2015 to withdraw from their Cash ISA and reinvest into it in the same year without any loss of tax benefits.

Read More »

Buy-to-Let Property – panacea for pension freedoms?

When new pension freedoms are introduced next month in April 2015, many clients are considering the merits of withdrawing cash from pensions to buy residential property to let, as an alternative to the traditional option of buying a pension annuity.

Read More »

Pension carry forward rule

The maximum amount you can contribute to a pension and benefit from tax relief is limited by the annual allowance of £40,000 (2014/15) or your earnings if lower.

Read More »