Views

Our latest news, views and opinions for the business, financial and investing sectors, including personal finance.

Autonomy Wealth Director gains Fellowship of the Personal Finance Society

7/12/16

We are delighted to announce that Autonomy Wealth Director, Craig Evans has gained Fellowship of the Personal Finance Society (PFS), which is the highest qualification awarded by the Chartered Insurance Institute.Craig comments: "Although gaining Chartered Financial Planner status in 2009 was a milestone in my financial planning career, I am…
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Boost State Pension if you reach SPA after 5 April 2016

18/11/16

The State Pension is a good place to start looking to maximise your income in retirement, therefore, if you are not on track for the full amount it’s worth considering topping up.  Last month, we looked at the options for those already receiving State Pension.The new State Pension is supposed…
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New Dividend Tax Rules

18/11/16

The new system of dividend taxation introduced on 6th April 2016 radically reformed the way in which dividend income is taxed. As ever, there are winners and losers but as the new system is completely different to the old one, it can take a bit of understanding.The old 10% tax…
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Retirement Income: State Pension Top-ups still available

17/10/16

The cut in the Bank of England base rate to 0.25% in August reminds us that it is becoming ever more difficult to generate a meaningful income from cash deposits. The option for those already receiving the State Pension to buy up to an extra £25 per week remains available until 6th…
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Budget 2016 Update

30/3/16

Thankfully the Budget was very light on significant changes to pensions. It was no surprise to us that the tax free lump sum was untouched but more surprising that tax relief on pension contributions was also unchanged.That seems more likely to be a stay of execution than a lifetime pardon…
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State Pension Top Ups Available

29/10/15

Since 12 October 2015 anyone eligible to receive a State Pension before 6 April 2016 can obtain a State Pension top up to increase their pension income by between £1 and £25 per week. This is the case, even where an individual has decided to defer receipt of the State…
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The FCA does not regulate Tax Planning.
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