Jon Naughton MHW IFA

09/04/2025

If any of my clients whom I’m friends with on FB would like me to add any further context to the below (on a personalised basis) please reach out 👍

Global stock markets have fallen after the US government tariff announcements. Here at Markland Hill Wealth, we advise investors not to panic, and outline our view on our website here.

https://mhwifa.co.uk/trump-trade-tariffs-mhw-briefing-chairmans-opinion/

18/03/2025

🎈MHW 10 Days of Tax: Tips Before Tax Year End 💅

☀️Day 5: The Marriage Allowance – Are You Missing a Trick?

If your spouse earns less than £12,570, you could transfer £1,260 of your tax-free allowance and save up to £252 this year.

💬 Not sure if you qualify? Let’s chat — Markland Hill Wealth can help.

18/03/2025

🎈MHW 10 Days of Tax: Tips Before Tax Year End 💅

☀️Day 4: Dividend Allowance – Don’t Miss Out

Although the £500 tax-free dividend allowance is modest, it's use it (before 5 April) or lose it. If you take dividends from your business, now is the time to plan.

🗓️ Book a call with Markland Hill Wealth to explore your options.

15/03/2025

No such thing as a free lunch? Take a £500 gross contribution, this costs a basic rate taxpayer £400, or £300 if they’re a high rate taxpayer! 💷👌

🎈MHW 10 Days of Tax: Tips Before Tax Year End 💅

☀️ Day 2: Pension Contributions – Claim Tax Relief Now

Boost your pension and reduce your tax bill! Higher and additional rate taxpayers can claim extra relief on contributions—but you need to act before the tax year ends.

📞 Get expert advice on your pension planning before it’s too late. Speak to Markland Hill Wealth.

12/03/2025

We have released the latest edition of our Economic Review which provides background to recent developments in spending and the economy, as well as to give an indication of how some key issues could impact in the future.

You can download this report, along with our other PDF newsletters here https://mhwifa.co.uk/news/ No registration is required.

If any of the content resonates with you and you feel you'd benefit from professional independent, award winning advice, get in touch for a free review of your circumstances.

07/02/2025

Chairman’s Comments: UK Interest Rate Cut.

Our Chairman David Atherton gives his thoughts on today’s decision to cut UK interest rates exclusively to our website. Please click here to read them.

https://mhwifa.co.uk/ratecutfeb25/

04/02/2025

01/02/2025

Planning for your future can feel overwhelming, but it doesn’t need to be.

Did you know 23% of 35-49 years don’t know how much they are contributing to their workplace pension each month?

Take control today by following these simple steps: https://ow.ly/fX4v50UOw3E

(Source: Royal London - Financial resilience report 2024)

27/01/2025

Coming soon …