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Lasting power of attorney: don’t take it lightly

Having lasting power of attorney over someone else’s affairs is a position that requires careful consideration and a clear understanding of the responsibilities.

Investment Pensions Tax

Retirement: What retirement?

The line between being retired and working is becoming increasingly blurred. Colin Cottell considers the financial planning implications.

Investment Pensions Tax

State pension: Take it or leave it?

Delaying when you claim your state pension means more money in your pocket each week when you eventually receive it. The decision to take it immediately or leave it to a later date is not always clear cut and requires careful consideration.

Pensions Tax

Dividends are not the only option

Selling shares while making use of your Capital Gains Tax Allowance can be a viable alternative to generating cash from dividends.

Investment Tax

Flexible ISAs

The tax-exempt status of cash or other assets held in ISAs (individual savings accounts) is one of their biggest attractions. Flexible ISAs, such as the Courtiers Stocks & Shares ISA provide additional valuable benefits.

Investment Tax

2022/23 Tax Tables

Available to view or download.

Investment Pensions Tax