Archive: 2015

Goal Setting

Your best year yet!

Before your new year celebrations begin, may I wish you a very happy, healthy and prosperous 2016 Norman. The new year can bring various emotions to many. For some we get excited to celebrate and for others it reminds us of loved ones, who have since past. We cannot control the future and the events […]






Merry Christmas!

Merry Christmas to you all , we hope you are all ready for the festive celebrations! Lexington will be wrapping up 2015 on Wednesday 23rd December at 5pm, closing through the Christmas period and reopening on Monday 4th January at 8.30am. We would like to take this opportunity to wish you a very happy Christmas […]






Groundhog Day

Dealing with a cut to the Lifetime Allowance (LTA) may seem a little like ‘Groundhog Day’ – we’ve been here before in 2014 and 2012. But each subsequent cut brings the impact more and more into the mainstream – affecting an increasing number of our clients. Aside from the fundamental ‘protect or not’ question, the […]

Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities & Investments (CISI).

We are very pleased to announce that our managing director Warren Shute has become a Chartered Wealth Manager and a Chartered Fellow of the Institute for Securities & Investments (CISI). The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a highest quality service to […]

Goal setting

The Christmas Party & Tax

I am often asked what the potential tax implications are to throwing a Christmas party for employees. This question needs considering from two angles.  The first is whether the cost would be an allowable expense for business tax purposes, the other being whether it would be a benefit, taxable on the employees via their P11Ds.  […]

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