by Gretchen Betts | Apr 26, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! Now that we’ve crossed into the new tax year as of April 6th, it’s crucial to be aware of potential changes affecting your financial plans. Tweaks to tax allowances, particularly the reduced Capital Gains Tax exemption,...
by Gretchen Betts | Apr 19, 2024 | Guest Blogs
What do you do when you reach the age of 60, book a luxury cruise, and work on your gardening skills? When we first met our clients Lawrence and Linda, they gave us their brief which wasn’t to maximise their income, but to maximise their time! A few years on and they...
by Gretchen Betts | Apr 12, 2024 | Advice, Digital Legacy
In this digital age, our lives are intricately woven with technology. Much of our personal and professional lives are now encapsulated within the digital realm, from cherished memories captured in photos to essential documents stored in the cloud. However, have you...
by Gretchen Betts | Apr 4, 2024 | Financial Planning, Wellbeing
As we finally approach spring, many people will be thinking about moving house or trying get on the housing ladder for the first time. Recent trends indicate that younger generations are postponing their leap into the housing market. Factors such as mounting student...
by Gretchen Betts | Mar 28, 2024 | Vlog
Welcome to Gretchen’s monthly Vlog! Since my last recording, we’ve had another budget and Jeremy Hunt made a few changes to National Insurance and some other small tweaks. The main highlights are: The main rate of Employee National Insurance (Class 1) will be reduced...
