Wealth Management News

5 Key Points about Becoming Financially Independent

5 Key Points about Becoming Financially Independent

Financial independence can seem like the holy grail. We may be striving towards it but feel bombarded by lots of conflicting messages on how best to attain it. These five points give an interesting perspective:   Income is not the same thing...

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Budget 2020 Overview

Budget 2020 Overview

Budget 2020 Overview Introduction So was it the Coronavirus Budget, or the Infrastructure Budget? Or was it, as the Chancellor declared at the end of his speech, the ‘people’s Budget from a people’s government?’ It was certainly a Budget that was high...

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Why Timing The Market Doesnt Work

Why Timing The Market Doesnt Work

Market timing is an investing strategy where investors move their money in and out of the market to try and avoid losses before they happen and buy-in at the bottom after the market has crashed. It’s the well known tactic...

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How Much Do I Need To Sell My Business For?

How Much Do I Need To Sell My Business For?

If your retirement plans are dependent on selling your business, my extremely capable accountancy colleagues at Alextra Group can help you with valuing your business for sale or for shareholder purposes. However, if you are looking to retire in the...

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Pension Contributions – Tax Relief For Business Owners

Pension Contributions – Tax Relief For Business Owners

Profits from Private Limited companies attract Corporation Tax, currently at 19% at the time of writing. Business expenditure such as staff wages, supplies, bills etc are deductible from gross profits before the Corporation Tax is calculated. Pension contributions made by the...

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Is Your Life Insurance Set Up Properly?

Is Your Life Insurance Set Up Properly?

In our experience we find that most of our clients who have existing life insurance, whether this be for repayment of a mortgage or another reason such as inheritance tax planning, haven’t been advised properly. That is to say their...

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