HMRC extends National Insurance deadline to 2025

It has been announced that taxpayers will now have an extra two years to make any additional payments to their National Insurance (NI), this enables people to make contributions to increase their state pension entitlements. The original cut-off point for voluntary NI contributions from April 2006 to April 2017 has now been extended to 5 …

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Global Market Commentary – September 2023

Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. Sell-off Resumes Key Themes The first half of 2023 produced good returns from overseas stock …

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Understanding the new childcare allowances

It was music to many parents’ ears when it was announced in the Spring Budget that there will be more support for many working parents with the extension of free childcare support The new offer comes into play in the UK in April 2024 in a staged approach and will more than double the current …

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Global Market Commentary – August 2023

Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. A Pause for Breath Key Themes Most of August felt like a return to 2022, …

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Global Market Commentary – July 2023

Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. A Strong Summer for Stock Markets Key Themes 2023 is doing its best to go …

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Global Market Commentary June 2023

Please note that the content of this review should not be considered as investment advice or any form of recommendation. If you require investment advice, please do not hesitate to get in touch with a member of our qualified team. A New Bull Market? Key Themes The first half of 2023 has flown past with …

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The MGTS Qualis Funds Launch

The MGTS Qualis Funds Launch

As financial advisers, we have been sharing common investment expertise with our sister organisation Three Counties since 2014.  We are now building on this expertise and experience to create a new company, GWA Asset Management Ltd (GWAAM). In June, GWAAM launched the MGTS Qualis investment fund range, to improve the investment process for all GWA wealth management …

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Gifting assets to children

Gifting Assets to your Children in a Tax Efficient Way

As we continue to battle the cost-of-living crisis, house prices and mortgage rates are continuing to remain high. Naturally, parents and grandparents want to help where they can, be that supporting with the costs of further education, weddings or house purchases. A common approach for many is to leave gifts to loved ones in their …

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Can your pension benefit from the Lifetime Allowance changes

The extent of change in pension tax legislation announced in the Spring Budget caught many by surprise. It had been rumoured that Jeremy Hunt would introduce some changes designed to incentivise those over the age of 50 who left the labour market during the COVID pandemic to return to employment. However, removal of the Lifetime …

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Meet the Team… Andrew Alexander

The latest in our ‘Meet the Team’ series comes this week featuring one of our Directors, and who is sure to be a familiar face to all of our readers, Andrew Alexander!


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