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News Taxation

05 Aug 2024

Why taking your pension as a lump sum could leave you with a huge tax bill

News Taxation

29 Jul 2024

Inheritance Tax: The basics you need to know about the “death tax”

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12 Jun 2024

3 practical ways you could reduce your tax bill in retirement

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30 Apr 2024

Landlords could end up with larger Capital Gains Tax bill despite Budget cut

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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

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30 Oct 2023

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

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01 Aug 2023

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

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31 May 2023

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

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Latest news

Why taking your pension as a lump sum could leave you with a huge tax bill

Inheritance Tax: The basics you need to know about the “death tax”

3 practical ways you could reduce your tax bill in retirement

Landlords could end up with larger Capital Gains Tax bill despite Budget cut

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

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

Why taking your pension as a lump sum could leave you with a huge tax bill

Inheritance Tax: The basics you need to know about the “death tax”

3 practical ways you could reduce your tax bill in retirement

Landlords could end up with larger Capital Gains Tax bill despite Budget cut

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

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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.