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End of the tax year

What to do before the end of the tax year

Julie Hunt
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April will be here before we know it. And with it comes a new tax year. There’s just enough time between now and April 5th to take action to make sure your money is working as hard as possible for you. Here’s a handy checklist to work through: 1) Use up your ISA allowance An…

What is a Care ISA?

Julie Hunt
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Growing old is inevitable. Planning for life after retirement is vital. As more of us are living for longer there is a good chance that you will need to factor in paying for your care in older age too. There is to be an estimated funding gap of £5.5billion in social care in 2020-2021. Which…

Lifetime ISAs: are they all they’re cracked up to be?

Julie Hunt
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As financial advisers, it’s always interesting to see how new government initiatives are adopted by the industry, and by the general public. The Lifetime ISA is just such an initiative, first announced by George Osborne in his 2016 Budget. But it’s been met with a reception that we’d describe as lukewarm, at best. Why is…
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