Chris Dorkes

22/02/2022

Opportunities exist to maximise pensions and savings allowances before the end of the tax year

Click the link below to sign up for our free short presentation to discover how you can benefit.

https://sjpebriefings.co.uk/5823-HADA-28SPE7-D0PHD-1/c.aspx

15/02/2022

Tax Year End is approaching, have you maximised your tax allowances?

Short clip below shows where you could be missing out

14/02/2022

Power of Attorney is so often overlooked but is integral to your financial planning

Do your parents have them?

The importance of arranging a power of attorney

25/01/2022

Tax Year End is approaching.

Have you maximised your ISA & Pension allowances?

20/01/2022

When do you want to retire? Have you got enough?

Planning makes all the difference - Have a read of the article below

How to retire when you want to

23/12/2021

Here comes the fallout from Covid!

18/11/2021

The 'need to knows' about inheritance tax

5 things you need to know about Inheritance Tax

27/10/2021

Quick budget summary 👍

Autumn Budget and Spending Review 2021 – a summary

14/09/2021

How high up on your priority list is Saving for your Retirement?

Here's some tips on where to start.........

Pension Awareness Week 2021

31/08/2021

What do tax planning & golf have in common?

What can golf success teach you about tax planning?

19/08/2021

By considering environmental, social and governance (ESG) factors when investing, you can use your money to make the world a better place and promote long-term sustainability.

What is ESG and why is it important?

12/08/2021

Long Term Care - Nursing home assessment

What do the local authority ask and how much money am I allowed to have before I have to pay for my own care?

Everything you need to know about the social care means test