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December 6, 2021

Tax, Pensions, In The News

4 Tax Efficient Investment Allowances You Need to Know

Guest User

December 6, 2021

Tax, Pensions, In The News

4 Tax Efficient Investment Allowances You Need to Know

Last month we covered the government's plans for the biggest programme of tax rises since the 1970s. With this change, it's best to be prepared if you're looking for investment opportunities.

Here are the tax-efficient investment allowances that you need to know about…

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October 25, 2021

Tax

5 Things You Need to Know about Tax Rises in 2021

Guest User

October 25, 2021

Tax

5 Things You Need to Know about Tax Rises in 2021

Since the pandemic, Britain's budget deficit has hit a peacetime high. This is a record reaching 4% of the gross domestic product in a year, due to COVID-related spending.

This has prompted the biggest programme of tax rises since the 1970s to help narrow the gap.

So, what happens next?

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February 4, 2019

Charles James, Money Management, Savings and Investments, Tax

Tips For Selecting A Savings Account

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February 4, 2019

Charles James, Money Management, Savings and Investments, Tax

Perhaps you have a New Year’s Resolution to open a new savings account this year. With so many products on the market, it can be quite confusing when looking for the right savings account. The Money Advice Service have some tips on how to narrow your search for the right savings product...

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November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Named in FTAdviser's Top 100 Financial Advisers 2018

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November 29, 2018

Charles James, In The News, Money Management, Wills, Tax, Savings and Investments, Retirement, Property and Mortgages, Pensions, Interest Rates, Insurance, Employee Benefits

Charles James Financial Planning is delighted to announce our inclusion into FTAdviser’s Top 100 Financial Advisers 2018!

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October 30, 2018

Budget 2018, Savings and Investments, Tax, Property and Mortgages, Money Management, In The News, Charles James, Employee Benefits

Autumn Budget Recap 2018

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October 30, 2018

Budget 2018, Savings and Investments, Tax, Property and Mortgages, Money Management, In The News, Charles James, Employee Benefits

We look through the key points from the Autumn Budget, with a focus on taxation, housing and welfare.

YouSay Social

April 10, 2018

Charles James, In The News, Tax, Property and Mortgages, Retirement, Pensions

Taxation Changes For The New Tax Year

YouSay Social

April 10, 2018

Charles James, In The News, Tax, Property and Mortgages, Retirement, Pensions

The new tax year has arrived, and with it comes sweeping changes to the way you pay tax…

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November 22, 2017

Budget 2017, In The News, Money Management, Pensions, Property and Mortgages, Savings and Investments, Tax

Budget 2017: Housing, Tax, Savings & Pensions

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November 22, 2017

Budget 2017, In The News, Money Management, Pensions, Property and Mortgages, Savings and Investments, Tax

The 2017 Budget was delivered on 22nd November by Chancellor Philip Hammond, and contained big changes, particularly for first time buyers.

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June 9, 2017

Charles James, In The News, Tax, Savings and Investments, Retirement, Pensions, Property and Mortgages, Interest Rates

What Does A Hung Parliament Mean For Your Finances?

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June 9, 2017

Charles James, In The News, Tax, Savings and Investments, Retirement, Pensions, Property and Mortgages, Interest Rates

An unexpected result in the General Election has left uncertainty surrounding key policies, particularly involving personal finance.

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May 31, 2017

Charles James, In The News, Pensions, Money Management, Retirement, Tax

Personal Finance and The 2017 General Election

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May 31, 2017

Charles James, In The News, Pensions, Money Management, Retirement, Tax

As the date for the General election approaches, we take a look at what Labour and the Conservatives have included in their manifestos regarding personal finance.

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March 24, 2017

Charles James, In The News, Interest Rates, Property and Mortgages, Tax

Mortgage Lending Stabilises

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March 24, 2017

Charles James, In The News, Interest Rates, Property and Mortgages, Tax

Mortgage lending fell last month as the housing market has appeared to settle down.

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January 27, 2017

Charles James, Budget 2017, Tax, Pensions, Money Management, In The News

Important Pension Deadlines

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January 27, 2017

Charles James, Budget 2017, Tax, Pensions, Money Management, In The News

Two important dates are fast approaching for pension savers which could make a big difference to tax relief.

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December 21, 2016

Money Management, Savings and Investments, Tax

Gifting Money at Christmas

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December 21, 2016

Money Management, Savings and Investments, Tax

When giving money at Christmas, not everyone considers the implications and legalities around taxation.

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November 23, 2016

Budget 2016, Charles James, In The News, Employee Benefits, Insurance, Interest Rates, Pensions, Property and Mortgages, Savings and Investments, Tax

What Does The Autumn Statement Mean For You?

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November 23, 2016

Budget 2016, Charles James, In The News, Employee Benefits, Insurance, Interest Rates, Pensions, Property and Mortgages, Savings and Investments, Tax

What are the key points from the Autumn Statement and how will they affect you?

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August 22, 2016

Charles James, In The News, Tax, Wills, Retirement

New Rules on Inheritance Tax

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August 22, 2016

Charles James, In The News, Tax, Wills, Retirement

With more UK families paying inheritance tax than ever before, the government has introduced new rules for the inheritance tax free allowance.

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July 26, 2016

Charles James, In The News, Property and Mortgages, Tax

Rents Fall Ahead of Brexit

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July 26, 2016

Charles James, In The News, Property and Mortgages, Tax

Along with uncertainty in the housing market, landlords are getting nervous as rents fall ahead of Britain’s departure from the EU.

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June 24, 2016

In The News, Interest Rates, Pensions, Property and Mortgages, Savings and Investments, Tax

Brexit: Now What?

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June 24, 2016

In The News, Interest Rates, Pensions, Property and Mortgages, Savings and Investments, Tax

The UK woke up to the news that it has voted to leave the European Union, and in the wake of the EU Referendum results David Cameron has resigned as Prime Minister.

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April 12, 2016

Savings and Investments, Tax

Alternatives to Savings Accounts

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April 12, 2016

Savings and Investments, Tax

For some people, savings accounts aren't necessarily the preferred place to keep spare money as it could be worth more when invested elsewhere.

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April 7, 2016

Budget 2016, Charles James, In The News, Insurance, Interest Rates, Pensions, Money Management, Savings and Investments, Tax

Changes for The New Tax Year

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April 7, 2016

Budget 2016, Charles James, In The News, Insurance, Interest Rates, Pensions, Money Management, Savings and Investments, Tax

April 6th marks the start of a new tax year, and with lots of new changes taking effect there may be big consequences for your personal finances.

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March 17, 2016

Budget 2016, Employee Benefits, In The News, Charles James, Pensions, Savings and Investments, Retirement, Tax

Budget 2016 Summary: Tax & Savings

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March 17, 2016

Budget 2016, Employee Benefits, In The News, Charles James, Pensions, Savings and Investments, Retirement, Tax

Among the talk of compulsory maths lessons and fizzy drinks, there were a number of big announcements regarding taxes, savings and pensions in this year’s budget.

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February 11, 2016

Pensions, Tax

The Case for Saving into a Pension

YouSay Social

February 11, 2016

Pensions, Tax

Many people hold off on starting a pension until later in life, but here's why starting early is a good idea...