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NEWS & VIEWS

Buying Commercial Property through your Pension Scheme

It can be very tax efficient to purchase a commercial property through a Self-Invested Pension Plan (SIPP). A SIPP is a type of pension whic

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, leaving more to pass on to l

UK markets gain on clear Tory majority in the UK election

The clear victory of the Conservative party in the UK general election has significantly reduced the levels of uncertainty over the next...

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...

Your data

I know, I know, you've received a million and one emails asking if you want to remain on a mailing list, and explaining how your data...

The National Trust - A Lifetime of Tax Efficient Memories

Started in 1895 by a Priest, a Lawyer and a Social Reformer, the National Trust has grown into an amazing organisation in its 125 year...

Lasting Power of Attorney - Fee Refund

About a year ago, the Office of the Public Guardian reduced their fee for registering Lasting Powers of Attorneys to £82. It has now been...

New Year, New Office!

We are delighted to announce that we have moved to our new offices in Newbury. Our new address is: 3 Mill Court Mill Lane Newbury RG14...

The Residence Nil Rate Band - Part 1

The Residence Nil Rate Band By Michael Roberts – 18th October 2017 It was the Conservative government’s long held intention to raise the...

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