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 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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Pension Choices

When it comes to pensions there is one age that really matters and that is age 55. Why? Because when you reach age 55 you can actually start taking money out of your pensions. I say ‘pensions’ rather than ‘pension’ because most people have more than one and I'm not...

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Why would you buy financial advice?

Looking at why you should consider buying financial advice and sharing 9 tips to help you make sure you have the right financial planning approach At any time – and definitely in today’s uncertain times – one thing which can really help ease pressure and relieve...

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The Forgotten Pension

A study conducted at the end of 2015 by the Association of Accounting Technicians (AAT) found that over the course of the average UK work life, the average worker would have worked at least six different jobs, be late for work 141 times and had at least 2 bad bosses!...

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