Huw Jones Directors will pay

The Treasury expects to collect £2.6 billion in extra tax because business owners have accelerated dividend payments to avoid a looming tax hike, says the Financial Times. The…

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Huw Jones Death, taxes and pensions

Benjamin Franklin famously proclaimed “In this world nothing can be said to be certain, except death and taxes.” Now perhaps there is a third certainty: continually changing pension…

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Russell Haworth Case Study – Steve and Susan

Steve is in his early 60’s, Susan in her mid 50’s. They have two daughters in their mid-twenties.  They live a relaxed, comfortable life with time, money and…

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Russell Haworth The Role of a Financial Planner

We are often asked at networking events and dinner parties what it is that we do. When we tell people we are financial planners they automatically assume that…

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Proposito Team The Lifetime ISA: What you need to know

Amongst the key announcements that came from the budget was the introduction of a new ‘Lifetime ISA.’ By far the most attractive feature of this new form of…

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Proposito Team What really makes us happy

It’s been 75 years in the making and the topic for countless philosophers to muse over, but a US study seems to have finally uncovered the secret to…

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