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The budget at-a-glance

The key points of George Osborne’s budget:           Top rate of tax cut from 50p to 45p from April 2013 Personal income tax raised from £8,105 to £9,205 from April 2013 40% tax band threshold reduced...

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The Windy Report: Budget Special

Shane Balkham, Chief Investment Officer at Beaufort Investment Management, presents his weekly ‘Windy Report’. Budget Special. I’ve always wanted to type that as a title, although most of what I read...

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Beaufort Budget Commentary

“Talk the Walk or Walk the Talk”   The opening remarks in the fifth and perhaps final Budget statement last week by the Chancellor of the Exchequer, George Osborne, were lengthy and detailed. He...

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Lifetime Allowance & Protection

The Government is reducing the Lifetime Allowance for pension savings from £1.25 million to £1 million from April 2016. From 2018/19, the Lifetime Allowance will be increased by inflation (the Consumer...

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Budget Preview – July 2015

George Osborne will deliver the second Budget of 2015 on Wednesday 8 July, just two months – almost to the day – after the Conservatives secured an outright majority in the General Election. With all...

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Who could I leave my pension to? (and who SHOULD I leave it to?)

As part of #PensionAwarenessDay (Tuesday 15 September 2015) our knowledgeable advisers are providing you with some hints, tips and issues to consider with all things pensions.   To start us off, here...

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Post Budget & Tax Planning Seminar

Following the 2016 Budget, announced on Wednesday 16 March, we are holding a Post Budget breakfast seminar. After dissecting the finer details following Chancellor George Osborne’s 2016 Budget, the...

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