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1. If your taxable income will be £50,000 or more for the current tax year 2019/209, you might consider paying a pension contribution before the end of the year to reduce your exposure to higher rate tax. 2. If you or your partner receive child benefit and you or your partner has taxable income over… Read more
On Saturday 23 February 2019 The Times published their supplement listing the Top IFAs, Mortgage Advisers, Accountants and Solicitors in the UK, based on reviews on the independent consumer ratings website VouchedFor.co.uk. We are extremely proud to announce that our very own Nick Lawson has been included in this feature once again. Nick was highly recommended… Read more
Minimum Pension Contributions will increase on the 6th April 2018, by law. Pension Contributions will be changing from 6th April 2018. The minimum contribution percentage for automatic enrolment pension schemes will increase on 6th April 2018. This increase will happen in two stages, known as ‘contribution phasing’, with the first increase on the 6th April… Read more
What should you consider when choosing an Independent Financial Adviser? Whatever stage you are in your life, the advantages of taking control of your finances can never be underestimated for enjoying your life to the full and sleeping soundly at night! So you’ve decided the time may be right to take positive action to plan… Read more
Welcome to our latest edition of Making a Difference What changes have been happening in the last 6 months that may affect your business or personal finances? What’s the latest news from the Hunter Gee Holroyd and HGH Wealth Management teams? Read on to find out! News Summer 2017 The team at Hunter Gee… Read more
Retirement Planning York What age do you hope to be when you retire? Do you have exciting plans for how you are going to spend your retirement or are you unsure of how you will fill your time? When you retire, you may find yourself with around 2,000 hours to fill each year. Perhaps… Read more
Lifetime ISAs or ‘LISA’s. There are bonuses available for first time buyers, but are they really advantageous for retirement saving? If you are saving up to buy your first home you need to know about the new Lifetime ISA. They are also designed to encourage saving for retirement. It is important to note that… Read more
Latest News Find out how Hunter Gee Holroyd have been Making a Difference in 2017… Inspirational story? Tick! Important Tax update? Tick! Independent financial advice for peace of mind? Tick! Feel good fundraising? Tick! Further information and dates to help your business to grow? Tick! Making a Difference 2017 Catch up on the latest… Read more
Top 10 Tips to Pension Planning So you’re considering starting a pension? What do you need to consider and how can you make the most of the options available to you, so you can live the retirement you plan to? Read on for our Top 10 tips to Pension Planning: It’s never too… Read more
SIPP – Self Invested Personal Pension – A Case Study Could a Self Invested Personal Pension Plan work for you? Our example below gives guidance on when it may be appropriate to use this option. Background Andrew is considering a purchase of a commercial property he has seen with a good rental yield available for… Read more
