Professional Autumn Newsletter

In this addition of Professional Autumn Newsletter September 2015 we cover the following: –

– Pensions – Act while you still can
– Cut back in the Annual Allowance
– Reduction in the Lifetime Allowance
– Inheritance Tax
– Income Tax
– Capital Gains Tax
– The Personal Savings Allowance
– Individual Savings Accounts (ISAs)

I hope you enjoy the read and if you have any questions please do not hesitate to contact us.

 

 

 

 
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Lexington is the trading style of Lexington Wealth Management Ltd. (registered number 05503144) and Lexington Associates Ltd. (registered number 12451550). The registered office for both is Orchard House, Bagbury Lane, Lydiard Millicent SN5 4LX.

Lexington Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority (No. 440099). Lexington Associates Ltd. provides non-regulated lifestyle financial planning and estate planning services.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved disputes between regulated firms and their clients.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax, or legal advice. Please consult a financial, legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Additional information about Lexington and its planners is also available online at the FCA’s register.

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