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Latest News & Announcements

3rd December 2024

Autumn Budget 2024

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28th March 2024

Spring Budget 2024

Despite some early speculation that the Chancellor may cut income tax...

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25th January 2024

Proud to support Weston-super-Mare lifeboat station

Each year we dedicate our Christmas cards to a charity...

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16th August 2023

Good luck Toby!

Our collegue Toby Andrews is taking part in the Ironman challenge in Copenhagen this weekend....

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16th March 2023

Spring Budget 2023

Following the Chancellors announcements in the Budget yesterday, a number of changes to the pension regime has made saving tax efficiently into pensions now more advantageous and generous:

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22nd November 2022

Proud to support Children’s Hospice South West

Proud to support Children's Hospice South West...

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15th June 2021

Proud to sponsor Brain Tumour Support

We are proud to be a sponsor of Brain Tumour Support....

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14th June 2021

2021 – We are celebrating!

We are pleased to announce that 2021 marks our 30 year anniversary...

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15th September 2020

Increase in minimum pension age

The government proposes to increase the age at which an individual can take their private pension savings at the same rate as the increase in the State Pension age.....

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