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NEWS & VIEWS


Let’s tick a few more (tax-efficient) boxes!
So, you have maxed out your ISA Subscription this year (using your CGT allowance via a bed & ISA transaction) and your pension Annual...


Abolishing the LTA – Future Planning Opportunities
The Lifetime Allowance – the amount of pension savings that one can accrue over one’s lifetime - is set to be eradicated. The Finance Act...


Estate Planning and Equity Release
Inheritance Tax is a growing problem for many in the UK. With careful planning this tax can largely be avoided...


How many years does it take to get the maximum State Pension?
The State Pension is a great benefit that most people qualify for in some way, and it can make an enormous different to lifestyle in...


Preparing for Retirement
There are many reasons why people who could retire are hesitant to do so. Some people think they need to wait until they’re 65 or older....


Possible changes ahead for Contractors
IR35 rules are designed to assess whether an individual working through their own Personal Service Company should actually be treated as...


Check your tax code online
HMRC have further expanded their online services recently in their "making tax digital" campaign. It is about this time of year that, if...


Don't plan for a great life, start living it today
Financial advice has long been about planning for the future, often aiming for one single event; retirement. Focussing on your savings,...


Chelsea Flower Show
For the second year running, we offered our clients the chance to win two pairs of tickets to the annual Chelsea Flower Show. Once again,...


Financial Planning? There's an app for that :)
At Protect and Invest HQ we've been busy implementing some great features that we hope will make it easier for you to keep track of your...
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