David Yeardley
Getting a bonus? Don’t lose it to HMRC!
If you are an employee, you may be fortunate enough to receive a bonus, a reflection of your contribution to your employer. If you are...
top of page
David Yeardley
Nov 92 min read
Company year-end approaching? Don’t lose out!
Approaching your company’s year-end is a challenging time. There are the ever-present challenges of profitability, cashflow, and (getting...
0
David Yeardley
Nov 52 min read
Navigating Tax Changes: What You Need to Know - Blog
From our perspective, the biggest impact on investments and financial planning relates to tax allowances and shelters available from the...
2
David Yeardley
Jul 212 min read
Diversifying your investments – Don’t put all your eggs in one basket.
We know with near certainty that investment markets will rise and fall. What we don’t know is exactly when the rises and falls will...
1
David Yeardley
Jun 102 min read
A taste of what retirement will be like? Not quite!
Holidays – a taste of what retirement will be like? Not quite! The images used in retirement marketing often show deck chairs on sunset...
1
David Yeardley
Apr 232 min read
Company year-end approaching? Don’t lose out!
Approaching your company’s year-end is a challenging time. There are the ever-present challenges of profitability, cashflow, and (getting...
0
David Yeardley
Apr 173 min read
HARVEST
How to harvest your investments for over £30k tax free income a year. It’s harvest time in the farming calendar. Land management has...
5
David Yeardley
Apr 173 min read
THE COST OF EDUCATION
The cost of education When I was at school, the second half of the year was often the months that was crammed full of end-of-term...
1
David Yeardley
Apr 152 min read
THE COST OF CASH IN AN ISA
We know the tax benefits of an ISA. But what if you hold cash in it? Holding your ISAs in cash rather than stocks and shares has a...
1
David Yeardley
Apr 102 min read
What is Tax Freedom day?
Every year, the Adam Smith Institute calculates the number of days the ‘average’ person would have to work just to pay off their taxes in...
2
David Yeardley
Apr 93 min read
Are you worried about redundancy?
There is no doubt that the pandemic and subsequent economic challenges that have followed have changed the way we think about our...
3
David Yeardley
Apr 92 min read
Holidays – a taste of what retirement will be like? Not quite!
The images used in retirement marketing often show deck chairs on sunset beaches, golf courses and cruises. It is often portrayed as ‘the...
4
David Yeardley
Apr 93 min read
Inheritance tax is complex, talk to us
The subject of inheritance is a hot topic. The Daniel Craig debate had ‘shaken’ and ‘stirred’ the topic by stating he’ll be spending or...
2
David Yeardley
Apr 94 min read
Post-pandemic retirement planning
At the time of writing this we continue to face challenging times. As we have emerged from the pandemic, we have entered a period of...
1
David Yeardley
Apr 92 min read
Are you missing out on pension tax breaks?
Most of us understand the benefits of investing tax efficiently. Using the tax allowances, such as ISAs, provided by the government each...
2
David Yeardley
Apr 93 min read
A nice problem to have?
Most of us assume we would be delighted to receive a substantial sum of money. It’s fun to make that mental list of extravagant purchases...
2
David Yeardley
Apr 92 min read
2024 Demonstrate the Value of Advice – CGT
Are your savings and investments prepared for the reduced allowances? This tax year brought in a reduction to some existing allowances...
1
David Yeardley
Apr 91 min read
2023 RTT Pension Changes
Changes to the pension legislation and how it can benefit you The moving sands of pension legislation have continued to evolve with the...
3
bottom of page