2025/26 Tax Planning is Underway

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Every year brings new possibilities, and as we approach the start of the 2025/26 tax year, it’s the perfect time to maximise your financial options and opportunities. Whether you’re an investor or a saver, there are many tax benefits to take advantage of, and our team of experts is on hand to provide you with […]

Omnis Weekly Market Investment Update

The Omnis Weekly Market Investment Update – read here https://omnisinvestments.com/news/weekly-update Listen to the Omnis Investment Club Podcast here 

Spring Statement Report 2025

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On Wednesday 26 March Chancellor of the Exchequer Rachel Reeves outlined the Government’s plans to reform the welfare system, make it more sustainable, protect the most vulnerable and support more people back into secure work, lifting them out of poverty. Download your copy of our Spring Statement report here or watch our key highlights video

Autumn Budget Report 2024

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Last week The Chancellor of the Exchequer, Rachel Reeves outlined the Government’s financial plans for the next five years. The measures, which will raise up to £40bn for public finances, aim to “restore economic stability” and put “more pounds in people’s pockets”. We have produced two client guides. The first is a lighter overview with […]

Spring Statement Report 2024

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An update on the Chancellors latest Budget highlights, economic updates and tax measures. Download your copy here

Key Dates for your finances in 2024

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As we say goodbye to 2023 and welcome 2024, now’s the perfect time to make sure you’re fully prepared for the financial year ahead. To make it easy, we’ve summarised the key financial dates to put in your diaries: January February March April – Lifetime allowance will be axed in April. – Minimum age to open […]

Get Savvy Against Financial Scammers

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Retired teachers Paul and Mary are devoted parents and grandparents to their three children and eight grandchildren. As their family started to grow, they decided they wanted to begin saving for their grandchildren’s future. Disappointed with the returns from their savings accounts, they decided to look into other investment opportunities. After comparing a number companies […]