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Wealth Management & Growh, Sheffield
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WMG IFA, Paul Wells
WMG Video Norm and Prudence
A refund for power of attorney
You may be due a refund if you have registered a power of attorney in recent years. Read More
An improvement to the ISA inheritance rules
The rules for inheriting ISAs will change from 6 April. Read More
Dividends expected to slow after strong 2017
A recently released report shows dividend payments in the UK grew more than 10% in 2017. Read More
PRIIPS – the latest acronym for retail investors to learn
FCA advises on issues with investor information, and the differences between PRIIPs, KIDs and KIIDS Read More
HMRC counts the cost of tax reliefs
The cost of tax reliefs revealed by HMRC shows the particular impact of pension reliefs. Read More
Still time for year end pension contributions
With year end approaching, have you maximised your pension contributions? Read More
The new Spring Statement replaces the Budget
The Spring Statement – replacing the Spring Budget – is on 13 March. Read More
Deadline approaching for using your ISA allowances
ISA allowances expire on 5th April. With a lower dividend allowance from 18/19, should you be looking at a stocks and shares ISA? Read More
A rewarding 2017 for shares
The world’s share markets were a profitable place to be in 2017. Read More
The slow climb of US interest rates, a quarter percentage at a time…
The US central bank increased interest rates again in December. Read More
The next steps in automatic enrolment
The government has published a review on automatic enrolment in workplace pensions which makes important proposals for employers. Read More
HMRC v Airbnb – rent-a-room relief in the spotlight
An HMRC paper promised in the Budget could be bad news if you use Airbnb. Read More
The Scottish version of income tax unveiled
Last month saw another Budget – for Scotland, this time. Read More
Fancy your chances at 1 in 24,500…?
National Savings & Investments have increased their interest rates – and boosted a chance of winning. Read More
Venture capital schemes and the Budget
The Autumn Budget included a raft of measures focused on venture capital schemes. Read More
The quiet NIC increases
The first Budget of 2017 in March hit a serious obstacle when the Chancellor attempted to raise national insurance contributions (NICs) for the self-employed. This time around he was subtler in his approach. Read More
The only way is up – after 3,773 days…
November marked the first rise in the Bank of England Base Rate in over ten years. Read More
The buy-to-let Budget headline you didn’t see
The Autumn Budget contained more bad news for many buy-to-let investors which went largely unnoticed. Read More
A different ending for Japan’s election gamble
Not all snap elections turn out the same way... Read More
Almost but not quite – near miss on inflation helps boost interest rate
September inflation was just low enough to spare Mark Carney writing to the Chancellor. And helped spur the first interest rate rise in a decade. Read More
Rise in popularity for venture capital trusts
New figures from HMRC show a large jump in VCT investments in 2016/17. Read More
A pensioners’ bonanza?
State pensions will rise by 3% next April, but it’s not all strictly good news. Read More
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