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Bumper Year End of Exam Passes

We have seen a lot of success this year from staff either embarking on or continuing their hard work towards professional qualifications and December is no different with no less than seven exam passes this month! Two of our advisers – Lorna and Ben both passed...

Stamp Duty Reform

The process of buying a house has undergone an overhaul with the wholesale reform of the stamp duty system. Before the changes implemented in the 2014 Autumn Statement, stamp duty was paid at a single rate on the entire price of the property. However, the coalition...

New ISA Benefit for Spouses

The 2014 Autumn Statement provided another opportunity for Chancellor of the Exchequer George Osborne to make Individual Savings Accounts (ISAs) more attractive to investors and he duly obliged. Over the past five years, a range of mostly welcome changes have included...

A New Dawn for Pensions

The 2014 Autumn Statement confirmed the dawning of a new era in pensions. A number of the changes had already been well-flagged – for example, the removal of the cap on drawdown income from April 2015, which will allow all individuals to take as much or as little as...

Day in the life – Paraplanner

Background Most people have never heard of Paraplanners, let alone know what one does. Before you ask, we don’t jump out of planes (at least I don’t anyway!). The thrill of Paraplanning is far greater than that, our remit is to provide support to Financial advisers...