Wimbledon's Leading Firm of Chartered Financial Planners

What does the freezing of indexation mean for buy-to-let investors?

The Autumn Budget delivered at the end of November included changes to how gains are calculated, including the freezing of ‘indexation’ from January 2018. Indexation is a tax relief which means that gains are currently reduced based on the duration of ownership. Due to the severe measures imposed by the government in the last few […]

Feeling festive? Which are the best Christmas markets to head for?

Slade and Wizzard on loop in every high street shop, the arrival of the John Lewis advert and the weather turning decidedly nippy – yes, Christmas has definitely taken hold at this point. If you’re looking for a way to get yourself into the festive mood whilst picking up some presents for friends and family, […]

What changes to the Trusts register do you need to be aware of?

In order to comply with EU regulations and to come in line with the financial sector’s current agenda for transparency, an online trusts register was introduced by HMRC in June following the general election result. This non-public register will record all trusts both within and outside the UK – including occupational pension trusts, employee ownership […]

December Market Commentary

November was a relatively disappointing month for world stock markets, with the majority of the markets we cover in this commentary losing ground in the month: however, the largest fall was just 3% so there were no real disasters. Pride of place went to the Dow Jones index in the US, which was up by […]

“Christmas Cheer, Not Fear!”

“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”        Winston Churchill  Remembering the past As we remember and commemorate, one century on, the […]