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News & Events
Vouched For Top Rated Adviser
Mon 1st Apr 2019
Article by Tom Hatley I was very proud to be listed in the VouchedFor 2019 Top Rated Financial Adviser Guide in February 2019 (featured as a supplement in the Times newspaper). VouchedFor reviews are given by clients and independently checked and verified. Achieving a rating of 4.9 out of 5 is a testament to everyone’s...
Our New Home
Tue 15th Jan 2019
On the 1st of January 2019 we moved into our new home on Bondgate in Otley. Business owner and Financial Adviser Tom Hatley said “It’s another important step forward for the business and testament to the support we have had from the local community and across Yorkshire”. We have been based in Otley, above Savage...
2018 Budget Summary
Thu 1st Nov 2018
At a glance The personal allowance will be raised to £12,500 from April 2019, one year earlier than previously planned. At the same time, the higher rate threshold will rise to £50,000, also a year ahead of schedule. Both the personal allowance and higher rate threshold will then remain unchanged in 2020/21 before being increased...
Financial Markets Update - Second Quarter 2018
Mon 16th Jul 2018
As the second quarter came to an end, mining and banking stocks supported Britain’s top share index, with the FTSE100 enjoying its best quarter in five years. Following a turbulent last week, as trade concerns rumbled on, the blue-chip index ended June down 41.27 points at 7,636.93, a loss of just 0.54% on the month....
Onshore Investment Bonds: Tax Planning Opportunities
Thu 14th Jun 2018
Investment bonds are complex investment products. This blog looks in simplistic terms at some of the problems and solutions available both pre and post death. PLANNING PRE-DEATH What are the planning opportunities for owners of investment bonds whilst they are still alive? Higher Rate Taxpayers – Avoiding Additional Tax on Death Pre-death, a higher rate...
Pension Death Benefits - What You Need To Know
Wed 21st Feb 2018
Introduction Pension freedoms have brought about many changes to the taxation and planning opportunities of pension death benefits. The rules are complex, and care must be taken to review your circumstances and options. Pensions are bit like apples. There are so many different varieties and some are better than others. This blog considers the rules...