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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, could have...

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...

Welcome to my February Vlog! Tax year-end is just around the corner, so let's make the most of those allowances! Listen in to see how best to do this, it’s all a bit technical, but we can help to make the best sense out of it. Don’t forget that ISAs & pensions can...