The Budget Speech 2021
Chancellor Rishi Sunak delivered the Autumn Budget speech earlier today. It marks the second budget of the year, however, it is the first...
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Ancojada Group
Oct 27, 20212 min read
Has the Covid Pandemic prompted people to make a Will?
As the pandemic pushed the annual death rate above average, research has found that it did prompt people to make a Will. A survey...
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Ancojada Group
Oct 22, 20214 min read
Quarterly Performance - To 30th September 2021
Update on Portfolio Performance from our Fund Management Partners, Cape Berkshire Asset Management. Managing Director's Quarterly Note We...
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Ancojada Group
Oct 15, 20212 min read
Your Voice, Your Decision
"Your Voice, Your Decision" is The OPG’s (The Office of the Public Guardian) Lasting Power of Attorney (LPA) campaign promoting the ...
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Ancojada Group
Oct 11, 20212 min read
A hint of rising interest rates?
The Bank of England has suggested that interest rates may rise sooner than expected. After its August meeting, the Bank of England (BoE)...
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Ancojada Group
Oct 8, 20212 min read
So, Farewell then 6 April?
The UK’s unusual tax year end date is coming under scrutiny in tandem with potential changes to the tax year basis for the self-employed....
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Ancojada Group
Oct 1, 20212 min read
Capital gains tax receipts underline tempting target for Chancellor
New HMRC data shows that in 2019/20, £9.9 billion of capital gains tax (CGT) liabilities were created. In July last year, the Chancellor...
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Ancojada Group
Sep 27, 20212 min read
Widening gender pension gap with a Covid-19 twist
New research has highlighted a growing retirement income gap between men and women, which has been exacerbated by the pandemic. According...
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Ancojada Group
Sep 24, 20213 min read
Property investing... How do I even get started?
Investing in property for beginners is an exciting journey, but full of pitfalls that even the most experienced can fall in to if they...
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Ancojada Group
Sep 20, 20212 min read
Pension age steps closer to 57
The government has published draft legislation to raise the minimum age for drawing pension benefits from 55 to 57. At present, the...
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Ancojada Group
Sep 17, 20214 min read
When you should Invest in Property: Newbuild vs Old
Looking at the region that you invest in can make a big difference to your return on investment, but when you invest in property have you...
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Ancojada Group
Sep 14, 20214 min read
Performance Monitor - To 31st August 2021
Update on Portfolio Performance from our Fuund Management Partners, Cape Berkshire Asset Management. Note From The Managing Director. A...
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Ancojada Group
Sep 6, 20212 min read
National Savings goes green
National Savings & Investments has announced details of a new green savings product. One of the small surprises in March’s Budget was the...
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Ancojada Group
Sep 3, 20212 min read
HMRC loses on child benefit tax
A recent Upper Tribunal case has raised questions about HMRC’s approach to collecting tax on child benefit. Child benefit tax, or the...
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Ancojada Group
Aug 30, 20212 min read
Pension lifetime allowance cuts on the horizon
New HMRC statistics show the lifetime allowance continues to be a useful revenue earner for HM Treasury, but rumoured cuts at the next...
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Ancojada Group
Aug 23, 20212 min read
Social care rises up the agenda
A proposal to address social care funding is apparently imminent. “My job is to protect you or your parents or grandparents from the fear...
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Ancojada Group
Aug 18, 20212 min read
The Triple Lock trip up, take two
State pension increases and the Triple Lock are back in the spotlight. About a year ago, during the first wave of the pandemic, several...
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Ancojada Group
Aug 11, 20212 min read
The £9 billion Child Trust Funds backwater
Over £9 billion was invested in Child Trust Funds (CTFs) as of April 2020, according to new HMRC data. If you have a child or grandchild...
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Ancojada Group
Jul 30, 20213 min read
Why Homeowners are called Tenants
If a property is purchased in more than one name then curiously the owners are also tenants. Mortgages are usually arranged in either one...
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Ancojada Group
Jul 28, 20212 min read
What is an adequate retirement income?
A leading pension think tank has examined this question – but the findings aren’t straightforward. Over the years, there has been much...
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