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The plan to make the UK tax system more effective, efficient and easier is well under way with an update on the Making Tax Digital scheduled implementation date of 2020 expected in January 2017. What benefits should Making Tax Digital bring? Make tax reporting less onerous Give taxpayers a single picture of all tax liabilities… Read more
Retirement Planning York What age do you hope to be when you retire? Do you have exciting plans for how you are going to spend your retirement or are you unsure of how you will fill your time? When you retire, you may find yourself with around 2,000 hours to fill each year. Perhaps… Read more
Lifetime ISAs or ‘LISA’s. There are bonuses available for first time buyers, but are they really advantageous for retirement saving? If you are saving up to buy your first home you need to know about the new Lifetime ISA. They are also designed to encourage saving for retirement. It is important to note that… Read more
Latest News Find out how Hunter Gee Holroyd have been Making a Difference in 2017… Inspirational story? Tick! Important Tax update? Tick! Independent financial advice for peace of mind? Tick! Feel good fundraising? Tick! Further information and dates to help your business to grow? Tick! Making a Difference 2017 Catch up on the latest… Read more
Top 10 Tips to Pension Planning So you’re considering starting a pension? What do you need to consider and how can you make the most of the options available to you, so you can live the retirement you plan to? Read on for our Top 10 tips to Pension Planning: It’s never too… Read more
SIPP – Self Invested Personal Pension – A Case Study Could a Self Invested Personal Pension Plan work for you? Our example below gives guidance on when it may be appropriate to use this option. Background Andrew is considering a purchase of a commercial property he has seen with a good rental yield available for… Read more
National Minimum Wage Update What is the National Minimum Wage and who does it apply to? The national minimum wage is the minimum rate of pay per hour someone is entitled to by law and depends on age and if they’re an apprentice. To be eligible to get the National Minimum Wage, the person has to be at… Read more
Brexit – what implications does this have for your finances? With the Brexit result on 24 June marking the start of the process of the UK extricating itself from the EU you may be thinking about how this is going to affect monies which you are holding either within your pensions or investment portfolios. Market… Read more
Tax Exemption for Trivial Benefits in Kind We have some good news for employers, directors and employees. There is a new exemption from tax and National Insurance Contributions for trivial benefits from 2016/17. The following conditions need to be satisfied:- The cost of providing the benefit does not exceed £50 (or the average… Read more
To Buy Back or Not to Buy Back? Are you considering a company buy back of shares? A company purchase of its own shares is a useful way of exiting shareholders from a company. However, with the rates of Dividend tax increasing, it is more important than ever to be aware of the pitfalls so… Read more
