September 24, 2018

HMRC Interest Rates

HMRC has come under widespread criticism for what is seen as an unfair differential in the interest rate it pays to those who over-pay their tax and the rate it charges those who

owe tax.

The recent increase in the Bank of England’s base rate has led t...

January 2, 2018

Hammond favours pensions

The previous Chancellor, George Osborne, reduced the annual and lifetime allowances for pension savings and at the same time increased the allowance for Individual Savings Accounts (‘ISAs’). This led many to assume that he intended that in the l...

December 19, 2017


Every so often we go slightly off-piste and come across other unloved candidates, writes Alastair Mundy, manager of the Investec UK Special Situations fund in Investment Week (27th Nov). For example, we often explore companies that have been spun off from mu...

November 23, 2017

Here are some of the more pertinent points when thinking about finance that came up in the budget. 

Savings Band

  •   Frozen at £5,000

  •   General ISA limit remains frozen at £20,000

  •   Junior ISAs and Trust Funds will be increased in line with CPI to £4,260...

November 1, 2017

Automating tax returns

HM Revenue & Customs is launching a new simplified system for calculating tax bills, which will result in thousands of taxpayers being relieved of the chore of filling out tax returns.

Taxpayers affected by the change will receive letters saying th...

October 26, 2017

Tax Changes, Population Increases and paying into pensions

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September 24, 2018

July 31, 2018

January 2, 2018

December 19, 2017

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White Oak Financial Planning
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White Oak Financial Planning Ltd is an Appointed Representative of Blackstone Moregate Ltd which is authorised and regulated by the Financial Conduct Authority, FCA registration number 459051.