Keeping it ethical
If you want to invest in the stock market, but are concerned about the activities of some companies, you might want to consider an ethically invested fund. Many fund providers … Continue reading “Keeping it ethical”
Find out moreWishing you a Merry Christmas and a prosperous New Year!
Crown Wealth Management would like to wish you a very Merry Christmas and a prosperous New Year! Our office will be closed from 12 noon on Friday 23rd December and will reopen at 9 … Continue reading “Wishing you a Merry Christmas and a prosperous New Year!”
Find out moreTop 100 Financial Planning Firm
Crown Wealth Management in Shrewsbury has been recognised as a top 100 financial planning firm by Citywire publication New Model Adviser for the fourth year running. New Model Adviser is … Continue reading “Top 100 Financial Planning Firm”
Find out moreAutumn Statement 2016: Tax updates and technical changes
Data Source: Compliance First, 24/11/2016 The 2016 Autumn Statement presented lots of news on taxation and pensions, as well as an overview of the country’s debt and … Continue reading “Autumn Statement 2016: Tax updates and technical changes”
Find out more10th Anniversary Celebrations
As part of the company’s 10th anniversary, celebrations were held at Tanners Wines in Shrewsbury for a wine tasting evening. The event was enjoyed by around 55 and included … Continue reading “10th Anniversary Celebrations”
Find out moreLong Term Care & Residence Nil-Rate Band Seminar
Crown Wealth Management held a seminar at Shrewsbury Town Football Club on the 6th September as part of their Professional updates programme for professional connections. The event was well … Continue reading “Long Term Care & Residence Nil-Rate Band Seminar”
Find out morePreparing for a new future
Divorce amongst older couples is on the rise in the UK, and it is these older divorcées who could find themselves at a bigger financial disadvantage than their younger counterparts. … Continue reading “Preparing for a new future”
Find out moreTransferring Pensions
Most people switch jobs several times during their working life. However, when you change employers, it is also worth thinking about the pension savings that you have accrued. You might … Continue reading “Transferring Pensions”
Find out moreYour choices at Retirement
When you reach retirement age, you have important choices to make. Reforms introduced from April 2015 drastically increased the amount of freedom and choice available for pension savers. Individuals can … Continue reading “Your choices at Retirement”
Find out moreAn overview of a SIPP
A Self-Invested Personal Pension (SIPP) is a tax-efficient wrapper – a particular type of pension – that sits around your retirement fund, allowing you to select from a wide range … Continue reading “An overview of a SIPP”
Find out moreBudget 2016
The Budget proved something of a mixed blessing for UK businesses. The headline rate of corporation tax will be reduced from its current level of 20% to 17% by 2020. … Continue reading “Budget 2016”
Find out moreCharitable donations
Donations to charity via Gift aid qualify for tax relief at the donor’s highest marginal rate, and donations made before 31 January of the following tax year or the date … Continue reading “Charitable donations”
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