Blog

Simple Assessment – the end of the tax return ?

Simple Assessment is a new way of collecting tax intended to make life easier for millions of customers who have had to do Self Assessment tax returns in the past. Currently, around 11 million people have to complete a tax return every year to provide HMRC with information about their income.... Read more

Finance Bill Measures - Just when you thought they had gone !

The Government has confirmed it will reintroduce all the measures dropped from the Finance Bill 2017 as a result of the general election. It also intends to stick to the original implementation dates, which would mean some changes being backdated to 6 April 2017. Amongst the key measures that... Read more

State pension age increase from 67 to 68 brought forward – What can you do?

The increase in State Pension Age from 67 to 68 will now take effect from 2037, seven years earlier than previously planned. The government has accepted the recommendation in the Cridland Review that the state pension age increase should be brought forward to reach age 68 between 2037 and 2039.... Read more

Employers warned not to fall for AE Exemption Certificate Scam

Employers are being warned not to fall for a scam involving the sale of fake certificates that suggest they do not have workplace pension duties. The Pensions Regulator (TPR) is investigating at least one company offering what it describes as ‘Certificates of Auto Enrolment Exemption’ to... Read more

Election Update

Election update: Conservatives form a government; how will it affect your finances? The exit poll has been proved broadly correct, and we now know that the Conservatives will form the next government, albeit with support from the Democratic Unionist Party (DUP). Now that has been confirmed,... Read more

Testimonials

Has always provided clear, understandable and timely advice on pensions.

David from London

My dealings with Jennifer have always been a pleasure. She is very trustworthy, professional and very knowledgeable concerning all aspects of pensions, investments and life insurance. Jennifer took the time to ensure that I fully understood all of the commitments I was undertaking. I would certainly have no hesitation in recommending Jennifer as an IFA.

Paul Watts from Milton Keynes

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