


How you can beat the 60% tax trap
If you’re a higher-rate taxpayer, you might end up paying more tax than you bargained for. If you’re earning between £100,000 and £125,140, the tapering of the personal allowance means you could end up paying 60% tax. A check in with your financial adviser can help...
Building good money habits in 2024
Getting into good money habits gives you greater confidence, control and financial wellbeing. Start by making sure you’re not missing out on important tax breaks – before tax year-end. Get 2024 off to a tax-smart start The start of a new year is a perfect time of year...
Keeping financial control during the cost-of-living crisis
Financially it’s been a difficult few years for households in a range of income brackets. The cost of living has risen substantially as inflation has soared1, household energy bills have skyrocketed2, and interest rates are rising3. Meanwhile, investment markets have...
Splitting assets with your other half can reduce Capital Gains Tax
Thinking of selling? We look at how assets are taxed – and how you can ensure you don’t pay a bigger bill than you need to. Selling a second property? Cashing in a share portfolio? When you sell a valuable asset that’s gone up in value since you bought it, you may...