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WMG IFA, Paul Wells
WMG Video Norm and Prudence
The 2018 investment year
The world’s share markets mostly saw falls in 2018. Read More
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Filling the pensions hole for the self-employed
The Department for Work and Pensions (DWP) is aiming to expand pension coverage among the self-employed. Read More
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Understanding the Child Benefit Charge
7 January marked the fifth anniversary of the tax on child benefits, an imposition that is still not widely understood. Read More
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Shake up your New Year’s resolutions
The time to resolve has returned. Read More
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New earnings thresholds for auto-enrolment
In early December the Department for Work and Pensions (DWP) announced the thresholds that should apply to automatic enrolment pension contributions from 6 April 2019. Read More
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Office of Tax Simplification’s first report on inheritance tax
The Office of Tax Simplification (OTS) has published the first part of its inheritance tax (IHT) simplification review. Read More
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Index-linked savings certificates
The popular National Savings & Investments (NS&I) savings certificates will be indexed to CPI instead of RPI from next year. Read More
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UK dividends remain strong despite volatile markets
UK dividends are continuing to grow faster than inflation, according to the latest quarterly data from Link Asset Service. Read More
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New probate fees to affect many estates
The government has revived plans to raise probate fees in England and Wales. Read More
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State pension equality means increases for all
The State Pension Age (SPA) became equal for men and women for the first time, at age 65, on 6 November 2018. Read More
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State pension sees rise thanks to the triple lock
A 2.6% rise in the single tier state pension was announced in the 2018 Budget. Read More
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Inflation eating into the value of savings
Inflation still outpaces nearly all available deposit rates. Read More
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The risks of late estate planning
Imagine you are named as the executor and a beneficiary of your wife’s wealthy aunt. You learn that she is suffering from terminal cancer and has ‘a very impaired lifespan’. What do you do? Read More
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Unmarried couples lack the rights of married couples
Two recent events have shone different lights on the government’s view of unmarried couples. Read More
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The Budget: an end to austerity?
The 2018 Budget – delivered on a Monday for the first time since 1962 – produced a number of surprises, not least some high-profile ‘giveaways’. Read More
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2018: The story so far
The third quarter of 2018 showed mixed results for global stock markets. Read More
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More people working past 65
Do you fancy working once you have reached age 65? The trend of rising employment levels is not limited to working-age people, according to the latest employment statistics from the Office for National Statistics. Read More
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A different view on tax reform
A leading think tank has proposed a radical shake up of the UK tax system. Read More
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Class 2 NICs here to stay
The Chancellor has changed his mind – again – on National Insurance Contributions (NICs) for the self-employed. The Treasury has revealed that Class 2 NICs will remain for at least the rest of this Parliament. Read More
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Losing interest in cash ISAs
The popularity of cash ISAs is continuing to wane, according to new statistics from HMRC. With inflation persistently above interest rates, it’s not hard to imagine why. Read More
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Trick or treat? The Chancellor calls the 2018 Budget for late October
The 2018 Budget has been set for Monday 29 October, setting a deadline for speculation and proposals. Read More
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The record S&P 500 bull run
The US stock market set a new record for the longest-ever bull market in August. Read More
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