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Ancojada Group
Sep 13, 20212 min read
Drivers: Don't forget to check your rear view mirror AND your car finance documents.
If you bought a new or used car in the last 10 years on a finance agreement then you may be entitled to claim compensation due to hidden...
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Ancojada Group
Sep 10, 20212 min read
No room for giveaways in OBR risk report
The Office for Budget Responsibility (OBR) has given Rishi Sunak its new worry list. It gives the Chancellor little wriggle room for...
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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 27, 20213 min read
Performance Monitor - To 31 July 2021
Update on Portfolio Performance from our DFM Partners, Cape Berkshire Asset Management. Overview The month felt like a battle to keep...
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Ancojada Group
Aug 25, 20212 min read
Marriage can be soooo expensive!
We have all heard lots of jokes about marriage and it is true that it can be expensive but nobody pays more than a leaseholder with a...
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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 20, 20212 min read
Have you planned what will happen to your business on your death?
Planning for the future is an essential part of taking care of your business. As well as making sure your loved ones are provided for, ...
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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
Aug 4, 20212 min read
The wrong type of ISA?
New statistics from HMRC show over £300bn invested in cash ISAs. One of the many knock-on effects of the pandemic has been that HMRC’s...
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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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Ancojada Group
Jul 23, 20213 min read
Performance Monitor
Update on Portfolio Performance from our DFM Partners, Cape Berkshire Asset Management. Overview June was a positive month for all the...
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Ancojada Group
Jul 21, 20212 min read
2021: six months down…
The first six months of 2021 have been rewarding for investors, but the next six are uncertain. The first half of 2021 was a much less...
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Ancojada Group
Jul 2, 20212 min read
The OECD joins the inheritance tax debate
The Organisation for Economic Cooperation and Development (OECD) is the latest body to wade into the inheritance tax debate – on a global...
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Ancojada Group
Jun 29, 20212 min read
Is inflation creeping up?
A global jump in inflation in 2021 is raising the prospect of a broader upward trend beyond a short-term pandemic reaction. The risk of...
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Ancojada Group
Jun 25, 20212 min read
Claim your tax relief for working from home
If you have been working from home during the pandemic, don’t forget you could be due some tax relief. Employees, required by their...
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Ancojada Group
Jun 22, 20212 min read
Timing Your Retirement Saving
Research from the Institute for Fiscal Studies (IFS) examines how pension contributions fit into life-cycle patterns. Economists often...
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