Now is the Time to Plan for the Financial Year End
Monday 17 March 2025
With the financial year ending on 5 April 2025, assess your finances and optimise tax, savings, and investments.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Navigating Market Volatility: The Impact of Tariffs on Investment Portfolios
Wednesday 12 March 2025
Simon Hawker looks at the challenges of the current investment market with all the changes that are occurring on an almost daily basis.
Understanding Investments – Pension Taxes on Death
Friday 28 February 2025
In the October 2024 Budget, the Government proposed upcoming changes to the way pensions will be taxed on death. What does it mean for you?
2024/25 Capital Gains Tax Explained – Your Financial Adviser Can Help You Save
Tuesday 25 February 2025
As an individual or business owner, navigating the intricacies of Capital Gains Tax (CGT) can be challenging, especially with changing rules.
UK Economic Outlook 2025: What It Means for You and Your Money
Thursday 20 February 2025
Recent changes in interest rates, inflation, mortgage costs, and the performance of financial markets are influencing financial decisions nationwide.
Understanding Investments – The Importance of Tax Wrappers
Wednesday 22 January 2025
The tax wrapper you use to hold your investments will also affect the financial outcome, as tax can be a drag on performance.
Lonsdale Christmas Message & Charity Update
Monday 16 December 2024
We would like to wish all our valued customers a wonderful Christmas and a New Year filled with success and happiness.
New Inheritance Tax Rules for Pensions Explained
Friday 29 November 2024
From April 2027, unused pension funds left at death are proposed to count as part of the deceased’s estate for IHT purposes. Will this affect your?
A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Budget
Thursday 28 November 2024
A Comprehensive Analysis of Changes to Capital Gains Tax in the UK Labour Government’s Budget
Pitfalls of Cashing in a Pension Without Seeking Professional Financial Advice
Thursday 14 November 2024
IFA Conor McClean delves into the risks associated with cashing in a pension without professional financial advice.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
