04 October 2018
Roger Jackson has now gained Chartered Financial Planner status from the Chartered Institute of Insurance. This level 6 award is essentially degree level and goes far beyond the minimum level of qualification to practise as an independent
02 October 2018
In the case of married couples/civil partners it is not unusual for one party to be a taxpayer and the other a non-taxpayer.
The ‘tax-free’ Personal Allowance for the current tax year is £11,850.
The total income of the non-taxpayer may
06 September 2018
In our latest monthly investment update for September 2018, we look at how investment markets, global economy and commodity prices are performing.
The FTSE 100 index of leading UK company shares finished August at 7,432.42 points, down
23 August 2018
Global dividends paid to shareholders rose by 12.9% in the second quarter of
22 August 2018
Out of 10 what score would you give our reputation? Hold that thought until the end...
During the year we enter a few awards, not many as the applications are very time consuming. One we are doing at the moment asks the question: how have
People assume that state benefits are for those who need financial assistance and support. This might be true in most cases, but not all benefits are means tested.
For example Attendance Allowance is to help people who need extra
23 July 2018
A consultation paper has been published by the Pensions and Lifetime Savings Association after a year of research.
During the course of their research they discovered that 51% of respondents “believe that the Government’s minimum automatic
Over the years my husband and I have had occasion to claim on Private Medical Insurance (PMI). Depending on our employment at the time and whether it was included in our benefits package we were able to have treatment that we might have had
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