Danny and his team are a great asset to our business activities. The team members are helpful, cheerful and a pleasure to deal with. As a business we would be lost without them.
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Latest Independent Financial Advice Updates
In The Spotlight – Sophie Brown
Our In the Spotlight series lets you get to know some of our team better. That might be their hobbies, favourite book or what they would take to a desert…
December Investment Committee Meeting
Best month so far! Portfolio adjustments in September, October and finally some reactive moves the morning of President Elect Trump’s election victory propelled our portfolios to return around double the…
HMRC urges self assessment taxpayers to spread the cost
HMRC is reminding people who pay tax by self assessment of the opportunity to spread the cost of their bill with the Time to Pay facility. More than 15,000 self…
Cash usage on the rise for second successive year
Cash use in the shops rose for a second year in a row in 2023 after a decade of falls, according to the British Retail Consortium (BRC). Notes and coins…
Latest guidance for employers
HMRC has published the latest issue of the Employer Bulletin. The December issue has information on various topics, including: Please contact us for help with tax matters. Internet link: Employer Bulletin
Scams warning as self assessment deadline looms
HMRC is warning of scam attempts targeting self assessment taxpayers in the run up to the 31 January deadline. Last year, concerned taxpayers reported nearly 150,000 scam referrals to HMRC….
