Eldon Financial Planning Limited -
(01325) 318000
enquiries@eldonfinancial.co.uk

Market volatility over the last week or so is a direct result of the global outbreak of the coronavirus, Covid-19. At this stage, we don’t know how long such volatility will continue as we cannot predict the full extent of the virus’ spread. It is natural to feel concerned when the media is full of …

Read more

From April 2020, new rules for Capital Gains Tax (CGT) are set to come into place for landlords and those with additional properties in the UK, but are you aware of them? CGT Timeframe Currently, CGT is paid after submitting your Self Assessment tax return, no matter how the CGT is incurred. From April 2020 …

Read more

Dementia Friends

The Alzheimer’s Society Dementia Friends programme is the biggest ever initiative to change people’s perceptions of dementia. The aim is to transform the way we think, act and talk about the condition. Eldon recently invited Sheila, a lovely Dementia Friends Champion, to our annual conference as a guest speaker. A Dementia Friends Champion is a …

Read more

The deadline for submission of Self Assessment tax returns for the 2018/19 tax year is approaching and is 31st of January 2020. It is important that all of our clients to whom this is applicable ensure that tax returns are completed by the deadline. If you believe you should complete a Self Assessment tax return, …

Read more

There are key points in life which may prompt a need to engage with the tax system such as; having children, entering work, saving for or drawing a pension, and helping others who need support. The independent Office of Tax Simplification (OTS) has produced a report which highlights how individual’s engaging with HMRC when these …

Read more

As we head toward the end of 2019 and our Christmas break there is a feeling of festivity here at Eldon. Like Santa and his elves, we too are busy ensuring everything is in order as the year comes to a close. We will continue to be in the office and available until lunchtime on …

Read more

We are delighted to announce that our very own Gemma has won the accolade Chartered Financial Planner of the Year 2019/20 from our professional body, the Personal Finance Society. The Personal Finance Society awards recognise those in the advice profession demonstrating excellence in terms of their expertise, professional standards and focus on good client outcomes. …

Read more

You may recall that HMRC has confirmed it is no longer necessary to declare interest received as long as the total is below £10,000. Details of interest received should be provided directly to HMRC by the banks and building societies who should adjust their records accordingly. Individuals are often being issued with a tax calculation …

Read more

Help to Buy ISAs were first introduced back in 2015, to help first-time buyers save up a deposit for their home. The government will add 25% to an individual’s savings, up to a maximum of £3,000 on savings of £12,000. However, Help to Buy ISAs are only available until 30th November 2019. Following this date, …

Read more

A Very Good Year

2019 has been a hugely successful year for Eldon. Our core focus has always been, to engage with our clients over the long term, and in a meaningful way, enabling them to get the most from life. We enter awards not for the purpose of competing and winning, but to take the opportunity to seek …

Read more
Page 1 of 7 12345...Last page