Fifteen Financial Planning

06/03/2023

As the new tax-year approaches, Capital Gains Tax (CGT) will be halved so it is important you understand CGT.
This includes what you have to pay CGT on, what allowances are available and how much you may have to pay.
Speaking to a financial adviser can help you ascertain all of this and how to mitigate any liability you have.

Getting on top of Capital Gains Tax, or CGT is an important part of managing your money and assets as tax-efficiently as possible.

03/03/2023

A topic very relevant but with hidden caution for those who are financial supporting family through this crisis.

If your gift falls outside of the gifting allowances then there are rules you need to be aware of.

Amid inflation and energy price rises, many young people are struggling to make ends meet – and parents are making up the shortfall. What does that mean for your tax plans?

27/02/2023

Imagine suffering an injury/illness which causes a loss of earnings, how would you maintain your mortgage and bills?

This thought usually doesn't happen until the event itself but by some simple forward-thinking you can arrange Income Protection Insurance which will provide you with peace of mind.

Having protection in place if an illness or injury prevents you from working could free up savings to help you reach the financial future you want

24/02/2023

A staggering and proud achievement that will help so many charities who access our foundation.

A huge thank you to everyone who supported the SJP Charitable Foundation in 2022. With the support of the SJP community and £1 for £1 matching from SJP, the Charitable Foundation raised a fantastic £10,487,780!

22/02/2023

Effective from this week, Price Whiting Hodgson Financial Planning has rebranded into Fifteen Financial Planning. We are excited for our new future and look forward to working with existing clients and welcoming new clients.

01/03/2022

The current tax year (2021-22) is just around the corner so it’s important to ensure you have maximised your pension contribution allowance and your ISA to make sure you’re not missing out on valuable tax advantages.

Find out more below:

28/01/2022

Tax-efficiency strengthens a financial plan and helps achieve your objectives and goals.
Tax allowances reset at the end of each tax year, use it before you lose it!

When you’re setting goals for the future, it can be hard to find the path between the place you are now and the place you want to be.

21/01/2022

Creating a retirement plan will provide peace of mind by keeping you on track for retiring when you want to.
As experts in retirement planning, we can help you.

While much has changed since it was introduced in 1948, the State Pension age – currently 66 for both sexes – continues to shape the way we approach retirement.

17/01/2022

Tax-efficiency is so important in helping you achieving your financial goals

05/01/2022

Start as you mean to go on, with pledges that will help you achieve your goals

09/10/2021

Ever wondered what the PWH team do outside of work? Good luck to our administrator, Livvy, tomorrow against Lincoln!