Here at Eldon, we are keen to ensure the health of our team, our clients and all their respective families and friends too. We are conscious that as active members of society we have many reliant upon us to provide reassurance and support in these times and we are keen to provide this in the …

Current headlines are dominated by Coronavirus and the early announcements in the budget were no different, with £30bn in total announced to help try to curb the effects of the virus. Looking past this, there were a few other key take-aways in the budget, which are summarised below: Tapered Annual Allowance The Tapered Annual Allowance …

Research from the World Economic Forum claims that the average UK retiree is likely to outlive their retirement savings by more than 10 years. Men are expected to outlive their savings by 10.3 years on average, whereas women are forecast to be affected the most; outliving savings by 12.6 years. It is clear that various …

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 …

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 …

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 …

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, …

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 …

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 …

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. …