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

Robyn: My First Fortnight

Two weeks is a relatively short amount of time. Though two weeks in a new job can feel like such a significant change in your life, a long beginning to the remainder of a…

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The current limit for individuals making pension contributions in 2019/20 stands at the lower of, 100% of their UK relevant earnings or £40,000. This is called the Annual Allowance. However, since April 2016 the…

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Simplifying Inheritance Tax

Recently, the Office of Tax Simplification (OTS) published its second report, a review of and recommendations for the current Inheritance Tax (IHT) regime.

We should caveat, that the recommendations are not specific and more a…

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Welcome to the Team

It is an exciting time for Eldon; we have two new colleagues joining the business in September. Beth and Robyn will be joining us, bringing with them a wealth of experience and knowledge from…

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At this time of the year HMRC will begin sending out P800 tax calculations. These calculations are provided to individuals who pay tax through PAYE and show if you have either underpaid, or overpaid,…

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There are many different approaches that can be taken to IHT planning, each having their own merits and being appropriate to different individuals in different circumstances. Making gifts is one of the most common…

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Skill or Luck?

You would have been hard pressed to miss the news that the Woodford Equity Income Fund is now suspended for dealing. It has been covered extensively in the media, with a sideshow focusing on…

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Inheritance Tax on Death

Inheritance Tax (IHT) can often be a major worry for people when it comes to their financial planning, with people often not wanting to pass further wealth on to HMRC, having worked hard to…

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We are truly delighted to have been awarded the ‘Gold Standard’ for good practice when giving pension transfer advice on safeguarded benefits (such as defined benefits pension transfers).

The title has been introduced across the…

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Suzanne: My New Role

Starting a new role is quite similar to starting a new school; jitters, nerves, anticipation, excitement and the biggest questions of all; “what will my colleagues be like?”, “will I fit in?” and “will…

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