10th 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”
Find out morePersonal Allowance
Income up to the value of the Personal Allowance is tax-free, but any unused personal allowance cannot be carried forward to the next tax year, so the message is “use … Continue reading “Personal Allowance”
Find out moreTransferring income-producing assets
One way for spouses to ensure that both of their personal allowances are utilised is to transfer income-producing assets from one to the other. Similarly, such transfers will enable spouses … Continue reading “Transferring income-producing assets”
Find out moreInheritance tax exemptions
Gifts up to the value of £3,000 can be made in each tax year without any tax consequences, and any unused entitlement can be carried forward for one year. In … Continue reading “Inheritance tax exemptions”
Find out moreUsing the pension allowance
Pension contributions are the most tax-efficient form of investment, and currently qualify for tax relief at the saver’s highest marginal rate of tax. However, the cost to the Government of … Continue reading “Using the pension allowance”
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