Financial Focus: Spring 2018

In the Spring 2018 issue of Financial Focus, our wealth management team looks at:

  • Tax relief reductions affecting landlords
    The phased reduction of tax relief on interest for buy-to-let landlords could mean your costs change significantly.
  • The new tax year
    Time is running out for you to make the most of your allowances and exemptions.
  • The lifetime allowance increases at last
    What does the first increase to the allowance since 2012 mean for your pension planning?
  • The savings from relevant life policies
    Could you be taking advantage of this tax efficient form of insurance?
  • State pension age continues to rise
    Retirement moves further away for the younger generations, so are your plans still right for you?

You can read Financial Focus by clicking below.

For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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