Certificate of Excellence 2016 – vouchedfor

We love feedback October 2016 we have been awarded a Certificate of Excellence 2016 from vouchedfor which is based on client rating by visitors to VouchedFor website. We have a rating of 4.7 out of 5 from 27 Reviews. We love to hear your feedback as an existing client...

Brexit

Impact on financial markets ahead of the EU referendum With an increasing focus on ‘Brexit’, our investment clients will naturally be monitoring the impact on financial markets ahead of the referendum scheduled for Thursday 23 June. The nature of investment is long...

Holywood Golf Club – Hole 8

Holywood Golf Club We proudly sponsor the 8th hole at Holywood Golf Club and as part of this we are excited to offer our clients a free round of golf with a friend Fancy a round of Golf? To review your financial situation, please call us or use the contact form by...

Spending Review and Autumn Statement 2015

The Chancellor, George Osborne, presented his Spending Review and Autumn Statement 2015 on Wednesday 25 November 2015. Attached is our summary of the Spending Review that sets out what government spending will be over the next four years, while the Autumn Statement is...

Self-assessment tax returns abolished

Move towards new online digital tax account The Chancellor, George Osborne, announced that self-assessment tax returns would be replaced by a new online digital tax account. HM Revenue & Customs (HMRC) has already been moving towards a more digital world with the...

Individual Savings Accounts

Rules change for savers withdrawing tax-efficient money The Government announced a ‘radically new’ Individual Savings Account (ISA) framework allowing savers to withdraw money from their ISA without it counting towards their annual tax-efficient allowance entitlement....