Category Archives: Budget 2016

Autumn Statement Highlights

5 “take-aways” from the Autumn Statement for financial planners.

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Being Caught By The Annual Allowance Charge

Decision making for individual and company contributions.

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Investment Choices

A reconsideration of investment choices in the light of the 2016/7 tax changes to dividends and capital gains.

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A Closer Look At The Lifetime ISA

A look at the main provisions of the lifetime ISA.

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Main Changes from the 2016 Budget

The main proposals from the budget that we consider to be of direct relevance to financial planners and their clients.

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What to expect from the 2016 Budget

A consideration of some of the areas of change relevant to financial planners that this years Budget might bring.

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