Wealth & Tax News

At Wealth & Tax Management we’re passionate about all things financial: we love our subject and we love keeping you up-to-date with all the latest developments.

So… if it’s happening in the financial world, we’ll be on it for you; we’ll share our views with you; and we’ll more than likely blog about it too!

Tony Byrne’s View 20th March 2017

The latest Budget and the government's U turn on National Insurance increases for the self-employed has highlighted just how out of touch the government is with the taxpaying public. Ever since Gordon Brown introduced the £5 billion a year tax raid on pensions in...

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Tony Byrne’s View 13th March 2017

Did you know that regularly reviewing your mortgage could save you a fortune? My fiancée remortgaged her property last year after her two year fixed rate period had ended.  She is Chinese so was not fully au fait with the UK mortgage market.  She was sold a 30 year...

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Tony Byrne’s View 6th March 2017

  Hardly a week goes by when we do not hear of a major Internet hacking issue including ID theft. I myself became a victim of ID theft a few months ago when somebody opened 3 bank accounts online with a High Street bank in the name of Tony Byrne rather than my...

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Tony Byrne’s View – 28th February 2017

The recent by election results in Copeland and Stoke-On-Trent represent a significant milestone in British politics.  The Conservatives' victory in Copeland was the first time since 1935 that Labour had lost its seat there.  This was also the first time since 1982...

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Tony Byrne’s View – 20th February 2017

Former Prime Minister Tony Blair's recent keynote speech at the Bloomberg financial news agency's London headquarter's on the subject of Brexit has provoked a mixed response and much criticism. Blair calls for a movement to reverse the Brexit vote on the basis that...

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Wealth And Tax Management’s Top Ten Tips

If you have combined pensions worth £500K or more seriously consider transferring them to an offshore pension known as a QROPS in order to avoid the penal Lifetime Allowance tax charge of 55% of the excess above £1m when you start drawing pension benefits. Maximise...

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Tony Byrne’s View – 13th February 2017

I recently reviewed my 80 year old mother’s buildings and contents insurance for her £350K semi-detached 3 bedroom house in a town in Essex.  I was shocked to find that she had a buildings insurance policy with Santander for which she was paying an annual premium of...

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Tony Byrne’s View – 6th February 2017

Donald Trump's election as President of the United States concerns many people because he is not only an inexperienced politician but also a controversial one. He seems to think he is above the law and can run the country like a despot in a tinpot dictatorship....

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9 year-end tax planning tips

Now is the time to minimise your tax bill! We all have to pay our taxes.  Arguably, we should be happy to pay a certain level of taxes to maintain the services we, and our families, use. But why pay more than you need to?  Especially when there are numerous ways you...

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Christmas News For Wealth & Tax Management

Many of you will know that it has been a big wish for some time of our Managing Director Tony to set up his own financial education charity. We are delighted to announce that this has now become a reality! The Tony Byrne Financial Education Fund has been set up under...

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Wealth & Tax Management Awarded Top 100!

We are really proud to announce that Wealth and Tax Management has been recognised and awarded ‘Top 100’ status by the New Model Adviser magazine. New Model Adviser is one of the profession’s leading publications and carries out regular assessments on financial...

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Wealth & Tax News: Anna Joins The Team

We are delighted to introduce Anna Hughes, the newest member of our team. Anna joins us as Senior Technical Analyst, helping to review your investments and pensions and working closely with the advisers in building successful long term financial plans. Anna brings...

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HOW YOU CAN SAVE TAX ON A LARGE PENSION

Are you totally fed up with ever increasing taxes on pensions after the sacrifices you have made to build a large pension?  You’ve worked hard for years, you’ve built a fund worth more than £500K, you’ve sacrificed salary in order to grow your pension more and now you...

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Autumn Statement 2016

This was Philip Hammond’s first chance to appear in the spotlight since he was unexpectedly promoted to Chancellor following the fallout from the EU Referendum result. However all in all this was a pretty quiet affair with nothing really for our clients to worry...

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