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Latest News & Announcements

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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5th August 2020

The Mary Collard charity golf day

We were pleased to be a main sponsor of the Mary Collard charity golf day, which was held at Worlebury golf club on 1st August.

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28th July 2020

Ashcombe Bowls club

We are pleased to sponsor Ashcombe Park Bowling club, and are delighted to hear that a number of members have started to play again. 

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24th June 2020

Ruby – pupdate!

We have been receiving regular updates from Ruby's puppy walkers and are delighted to say she is progressing well......

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11th May 2020

Residence Nil-Rate Band – news

From 6 April the Residence Nil-Rate Band (RNRB) increased to £175,000. This was the final annual rise of £25,000 since the RNRB came into effect in April 2017.

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28th April 2020

Update on NI thresholds and benefit rates for 2020/21

National Insurance thresholds for 2020/21 The level at which taxpayers start to pay NICs has risen by more than 10% to £9,500 per year for both employed and self employed individuals (previously £8,632).

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23rd April 2020

Intestacy provisions increase in England and Wales

The amount a surviving spouse or civil partner inherits under the England and Wales intestacy rules (when there are children/issue) has been increased

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23rd April 2020

Maturing Child Trust Funds

HMRC has confirmed that maturing Child Trust Funds (CTF) will retain tax-free status from 6 April 2020. Although these new rules applied from 6 April the first CTF accounts will not mature until September 2020.

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23rd April 2020

Trust Registration Service – Final decison

We mentioned last year that the government were proposing changes to the Trust Registration Service (TRS). The consultation closed on 21 February and the decision has been published.

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