Latest news

News Taxation

10 Apr 2024

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

News Taxation

10 Apr 2024

What you need to know about taking your pension tax-free lump sum in 2024/25

News Taxation

08 Apr 2024

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

News Taxation

06 Mar 2024

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

News Taxation

30 Oct 2023

5 valuable reasons planning with your partner could cut your tax bill

News Taxation

01 Aug 2023

How you could improve tax efficiency by claiming work-related expenses

News Taxation

31 May 2023

Charities are facing a “perfect storm”. Here’s how you could support good causes tax-efficiently

News Taxation

31 May 2023

Pensions v ISAs: Tax relief makes a huge difference to your calculations

News Taxation

04 Apr 2023

Why it could pay to use your 2023/24 tax year allowances right now

News Taxation

23 Dec 2022

3 key autumn statement changes you need to be aware of for the new tax year

News Taxation

22 Jun 2022

8 key tax allowances have shrunk by 6% in the last decade

News Taxation

11 Apr 2022

HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?

Top

Latest news

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

What you need to know about taking your pension tax-free lump sum in 2024/25

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

5 valuable reasons planning with your partner could cut your tax bill

How you could improve tax efficiency by claiming work-related expenses

Charities are facing a “perfect storm”. Here’s how you could support good causes tax-efficiently

Pensions v ISAs: Tax relief makes a huge difference to your calculations

Why it could pay to use your 2023/24 tax year allowances right now

3 key autumn statement changes you need to be aware of for the new tax year

8 key tax allowances have shrunk by 6% in the last decade

HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?

Charlie appreciates that the complexities of the financial markets are not necessarily clear to the average person in the street and talks things through step-by-step, clarifying the minefields along the way.

Charlie has been a fantastic help in sorting out our financial affairs, a true gentleman who gives excellent and sound financial advice in an honest and understanding manner.

Charlie understands he is advising a 66 year old woman who is fine with words but hopeless with figures. Patience was needed in large amounts and that is what I received and what I continue to receive.

Charlie listened carefully while we explained our financial situation and needs, and researched various options before giving his considered advice. Very helpful and efficient.

Charlie is one of the most scrupulously honest people I know in this line of work. He is meticulous in his questioning to be able to offer the best advice.

Good listener, great advice and delivered on his promises.

I was a little apprehensive as to what I needed to do, but Charlie guided me through with no trouble as if he were a family friend, which he is I suppose.

We have been extremely impressed by the level of service offered. Friendly and courteous service that is very much appreciated.

Charlie Brown has been excellent in looking after my finances for me. I can trust him implicitly and have no complaints whatsoever.

My daughter, who held a high position with the FCA, was impressed with his written documentation charts.

I am completely satisfied with the advice I get and have been very satisfied with the returns I have received from my investments.

Charlie understands our aims and presents and explains options very well. Always approachable and responds to queries quickly.

Latest news

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

What you need to know about taking your pension tax-free lump sum in 2024/25

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

5 valuable reasons planning with your partner could cut your tax bill

How you could improve tax efficiency by claiming work-related expenses

Charities are facing a “perfect storm”. Here’s how you could support good causes tax-efficiently

Pensions v ISAs: Tax relief makes a huge difference to your calculations

Why it could pay to use your 2023/24 tax year allowances right now

3 key autumn statement changes you need to be aware of for the new tax year

8 key tax allowances have shrunk by 6% in the last decade

HMRC refunds £42 million in overpaid tax to pensioners. Have you paid too much?

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Charlie appreciates that the complexities of the financial markets are not necessarily clear to the average person in the street and talks things through step-by-step, clarifying the minefields along the way.

Charlie has been a fantastic help in sorting out our financial affairs, a true gentleman who gives excellent and sound financial advice in an honest and understanding manner.

Charlie understands he is advising a 66 year old woman who is fine with words but hopeless with figures. Patience was needed in large amounts and that is what I received and what I continue to receive.

Charlie listened carefully while we explained our financial situation and needs, and researched various options before giving his considered advice. Very helpful and efficient.

Charlie is one of the most scrupulously honest people I know in this line of work. He is meticulous in his questioning to be able to offer the best advice.

Good listener, great advice and delivered on his promises.

I was a little apprehensive as to what I needed to do, but Charlie guided me through with no trouble as if he were a family friend, which he is I suppose.

We have been extremely impressed by the level of service offered. Friendly and courteous service that is very much appreciated.

Charlie Brown has been excellent in looking after my finances for me. I can trust him implicitly and have no complaints whatsoever.

My daughter, who held a high position with the FCA, was impressed with his written documentation charts.

I am completely satisfied with the advice I get and have been very satisfied with the returns I have received from my investments.

Charlie understands our aims and presents and explains options very well. Always approachable and responds to queries quickly.