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SUMMARY OF THE BUDGET ANNOUNCMENTS 2024

We hope you are keeping well. Following yesterday's budget, we thought it would be useful to send you details of the highlights. We are still awaiting more information and the finer details to be announced, and this could take weeks if not years on some policies. The...

Some Life Assurance Need To Knows

Life assurance may sound simple but it’s important to know what cover you need and how to set it up, so your loved ones don’t get caught out if the worst happens! Opt for guaranteed premiums if you can afford it as this means your premiums will be fixed for the term...

Don’t Get Caught Out By Tax On Your Savings and Investments!

With interest rates having been so low for the last decade most of us have not had to worry about being taxed on our savings, however this is no longer the case! The Personal Savings Allowance (PSA) allows savers to earn interest on their savings tax-free up to...

Another Benefit to Marriage!

Another Benefit to Marriage! Welcome to my second blog, where I felt I should be a bit more adviser focused and discuss an Allowance that was introduced fairly recently and that very few of the people I talk to are aware of. We are approaching the end of the current...

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The Fitness regime continues..

The Fitness regime continues.. Following on from my new fitness regime in my wisdom I decided that I would like to do something for charity associated with my new found hobby. Low and behold something came up at the Felixstowe Lunches. We had a guest arrive Fiona who...

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