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Latest News & Announcements

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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