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Drawdown retirees unaware they can vary (or stop) income
October 16, 2019
Can you trust financial advice?
August 23, 2019
Cyber insecurity - Taxing times on Inheritance - Innovative Finance ISAs
May 10, 2019
Tom featured in New Model Adviser
May 1, 2019
Voted in Top 35 Next Generation Advisers for 2018
November 29, 2018
September 24, 2018
July 31, 2018
White Oak Featured in New Model Adviser
March 15, 2018
January 2, 2018
Investment outlook brief
December 19, 2017
Q3 - Market Review
October 16, 2017
November 23, 2017
Here are some of the more pertinent points when thinking about finance that came up in the budget.
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
Basic rate rises to £11,850 from April; 40% threshold increases to £46,350.
Chancellor has previously pledged to increase basic rate to £12,500 by 2020.
Personal Allowance to increase to £11,850 (April 2018)
Lifetime allowance for pensions – The lifetime allowance for pension savings will increase in line with CPI, rising to £1,030,000 for 2018-19.
Basic State Pension will be increased by 3% (£3.65 per week)
New State Pension also be increased by triple lock (£4.80 per week)
The ability to transfer up to 10% of unused personal allowance to partners will now be allowed where the partner had died before making the claim. Claims can be backdated by 4 years.
Consultation on threshold of £85,000 at which small businesses pay VAT
100% council tax premium on empty properties
Abolished for first-time buyers on homes up to £300,000, and on the first £300,000 of properties up to £500,000 from immediate effect
White Oak Financial Planning, Regus House, Chester Business Park, Chester, Cheshire,
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IFA north Wales
New Model Adviser
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