8th March 2017

Spring Budget 2017 – Hammond takes aim at the Self-Employed and Shareholders

In his first and last Spring Budget, the Chancellor of the Exchequer, Philip Hammond, broke the Conservative manifesto promise by increasing National Insurance contributions for the […]
8th March 2017

State Pension Top Up – Class 3A NIC

There is the potential to boost your State Pension by up to £25pw (£1,300 pa) by making a special Class 3A NI contribution, if you are a […]
22nd February 2017

FTSE 250 Index – No longer a pure play on UK plc

The FTSE 250 index, which makes up approx. 18% of the UK stock market, has been popular with investors since its launch in 1992.
16th February 2017

The Trump Presidency and UK Equity Markets

In the short-term, the Trump Presidency has buoyed the UK and global equity markets with potentially reflationary announcements.
15th February 2017

Tax Year End Planning

HMRC has recently clamped down on tax avoidance, which is defined as “bending the rules of the tax system to gain a tax advantage that Parliament […]
14th February 2017

Exeter Living Awards 2017 – Legal & Financial Finalist

We are delighted to have been nominated today as a finalist of Exeter Living Awards 2017 in the Legal and Financial category.
23rd November 2016

Autumn Statement 2016 – ‘Just About Managing’

Chancellor Philip Hammond presented his Autumn Statement today which he focused on helping individuals who are ‘just about managing’ (JAM) against a backdrop of a deteriorating […]
21st November 2016

New Model Adviser Award – Top 100 Firm 2016

We are delighted that we have been named as one of the top 100 UK financial advice firms by the respected Citywire company, New Model Adviser. This […]
9th November 2016

US Election of President Trump

2016 will be remembered as a turning point in the politics and economics of western democracies.
12th August 2016

The Aftermath of Brexit

We have yet to see official economic data for the weeks following the referendum on 23 June, however Q2 data showed robust consumer spending and industrial […]