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Latest News & Announcements

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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23rd April 2020

Changes to Capital Gains Tax – deadline for UK property sales

The deadline for paying Capital Gains Tax (CGT) after the sale of a residential property in the UK changed on 6th April 2020....

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15th April 2020

Our Guide Dog – Ruby

We are delighted to be sponsoring 'Ruby', a golden retriever puppy through her training to become a vital, much needed, companion for a person with sight loss....

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15th April 2020

The importance of Lasting Powers of Attorney

There are two types of LPA. Firstly, there is a ‘property and financial affairs’ LPA, which gives the attorney(s) the power to make decisions in relation to the donors finances etc....

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15th April 2020

ISA allowances for the current tax year

Your personal ISA allowance for the tax year 2020/21 is £20,000, which has remained unchanged from the previous tax year....

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30th June 2019

Changes to Private Residence Relief

Currently if a person sells the residential property they have owned since buying it, any gain should be exempt from capital gains tax....

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24th January 2019

Presentation of team kit

We are pleased to sponsor the team tracksuits for Worle based Priory Puma’s under 14’s football team and wish them every success for the remainder of the season.

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30th November 2018

‘Discretionary Portfolio Service’ – Proactively managing our clients’ wealth for 10 years

We developed and launched our Discretionary Portfolio Service in 2008 to meet the growing investment needs of our clients....

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