In our January newsletter, we outlined Theresa May’s 12 objectives as she laid out her vision post-Brexit Britain. Since then, there have been a handful of developments in the UK leaving the EU. Article 50 has been triggered, which formally begins the Brexit process. EU Council President, Donald Tusk, has since said the other European […]
We’re proud to announce our new partnership with Caldy Cricket Club. The renowned Wirral club, set in National Trust land with stunning views over the Dee Estuary to Wales, is inviting local businesses to become part of its ‘Nifty 50’ scheme. Nifty 50, so-called to mimic a batsman who raises his bat on reaching 50 […]
Last month’s Budget saw the news that business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The announcement also affects investors who have portfolios of shares held outside Isas or pensions. The change will come into effect in April 2018. […]
https://pbatesfs.co.uk/wp-content/uploads/2017/04/Money-RZ.jpg6671000Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-04-12 14:19:362017-04-12 14:20:06Dividend tax blow announced for shareholders and business owners
We all know that, should your or your partner’s individual income exceed £50,000, you must pay a tax charge on your child allowance. But many people earning a salary of more than £60,000 aren’t claiming child allowance at all, and this could be having a significant impact on their state pension. As a parent, you […]
https://pbatesfs.co.uk/wp-content/uploads/2017/04/childrenrz.jpeg6671000Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-04-12 14:12:092017-04-12 14:12:09Earn more than a £60,000 salary? Make sure you opt out of child allowance
Philip Bates & Co Financial Services has issued a stark warning to those who have included a discretionary nil rate band trust in their wills. Changes introduced by the Government on 6th April means having done so may mean missing out on the new family home allowance. We will now see the inheritance tax nil-rate […]
https://pbatesfs.co.uk/wp-content/uploads/2017/04/DOCS-SML.jpg10002000Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-04-12 14:05:582017-04-12 14:05:58Have you included a discretionary trust in your will?
Government triggers Article 50 to begin Brexit
/0 Comments/in News /by Sarah LoweIn our January newsletter, we outlined Theresa May’s 12 objectives as she laid out her vision post-Brexit Britain. Since then, there have been a handful of developments in the UK leaving the EU. Article 50 has been triggered, which formally begins the Brexit process. EU Council President, Donald Tusk, has since said the other European […]
We’re one of Caldy Cricket Club’s Nifty 50!
/0 Comments/in News /by Sarah LoweWe’re proud to announce our new partnership with Caldy Cricket Club. The renowned Wirral club, set in National Trust land with stunning views over the Dee Estuary to Wales, is inviting local businesses to become part of its ‘Nifty 50’ scheme. Nifty 50, so-called to mimic a batsman who raises his bat on reaching 50 […]
Dividend tax blow announced for shareholders and business owners
/0 Comments/in News /by Sarah LoweLast month’s Budget saw the news that business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The announcement also affects investors who have portfolios of shares held outside Isas or pensions. The change will come into effect in April 2018. […]
Earn more than a £60,000 salary? Make sure you opt out of child allowance
/0 Comments/in News /by Sarah LoweWe all know that, should your or your partner’s individual income exceed £50,000, you must pay a tax charge on your child allowance. But many people earning a salary of more than £60,000 aren’t claiming child allowance at all, and this could be having a significant impact on their state pension. As a parent, you […]
Have you included a discretionary trust in your will?
/0 Comments/in News /by Sarah LowePhilip Bates & Co Financial Services has issued a stark warning to those who have included a discretionary nil rate band trust in their wills. Changes introduced by the Government on 6th April means having done so may mean missing out on the new family home allowance. We will now see the inheritance tax nil-rate […]