2021 RTT Maximising Tax Allowances - Carry forward

Jan 21, 2022

Are you missing out on pension tax breaks?

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Drawdown

Nov 5, 2021

Post-pandemic retirement planning

At the time of writing, it feels as though there is a little bit of light at the end of the pandemic tunnel. The successful role out of vaccinations across the UK is helping to weather the latest storm of infections and ease the pressure on the NHS.

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Inheritance Tax

Nov 5, 2021

Do you know how will inheritance tax impact on your loved ones?

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Sudden Wealth

Nov 5, 2021

A nice problem to have?

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Intergenerational Planning

Nov 5, 2021

Keep it in the family

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THANK YOU

Nov 5, 2021

Thanking others and the science of gratitude

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Proud of myself, becoming a Chartered member of the CISI.

Oct 14, 2020

Attaining an individual charter requires a continuous demonstration of knowledge, skills and behaviour. Through a combination of qualifications and a consistent record of continuing professional development (CPD) a member can become chartered.

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Covid-19 Update

Sep 23, 2020

Dear Clients

It’s times like these that make you realise what’s truly important. The health and happiness of your family and friends will be foremost in your mind. I hope that you are all in good health and coping as well as possible during these uncertain times.

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New Team Member

Sep 10, 2020

I am delighted to announce that Vicky Robinson will be joining as a full time member of staff on the 14th of September working with myself at my office at Hetherington House, Miller Park, Wigton, CA7 9BA

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Business of the Week

Jan 28, 2020

Lighthouse Financial Management

Despite the unusual surname, Richard Cakans is a local lad, having attended Great Orton primary school and grown up in Little Bampton.

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