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Latest News

2014

Glen Callow

4 Dec 2014

Individual Savings Accounts

For 2015/16 the investment limit will increase in line with inflation by £240 to £15,240.  The so far little used Junior ISA (JISA) will have its investment limit increased by £80 to £4,080.
Glen Callow

4 Dec 2014

Pensions

After the dramatic reforms announced in the March Budget, the Chancellor had very little to say on pensions in the Autumn Statement, beyond bringing the income tax treatment of dependants' annuities into line with next year's favourable rules for dependant's flexi-access pensions.  The Budget changes now being legislated for in the Taxation of Pensions Bill will ultimately:
Glen Callow

4 Dec 2014

Venture Capital Trusts and Enterprise Investment Schemes

In the summer the Treasury issued a consultation paper on the impact of changes to EU State Aid rules to the structure of Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs).  While the Chancellor made no comment about this in his Autumn Statement, he did make a change to VCT / EIS (and Seed EIS) investment rules. 
Glen Callow

5 Nov 2014

An invitation to our Strategies for reducing Inheritance Tax seminar

On 19 November 2014, we will be delivering a presentation on 'Strategies for reducing Inheritance Tax' at our Solihull office.  Click here for further details.
Glen Callow

29 Oct 2014

Investment scams

The financial services regulator the Financial Conduct Authority has launched a new tool called Scamsmart to alert people to the dangers of investment scams.

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