Eldon Financial Planning Limited -
(01325) 318000

Lasting Powers of Attorney

There are many situations that can arise that may prevent people from being able to manage their own finances, and these can occur at any stage of life.

The question is what happens when…

Read more

We are delighted to welcome the lovely Kate McCarthy into our team.

Kate is working alongside Tony O’Brien, with a view to taking on his role of Compliance Administrator as and when he retires (planned…

Read more

Cutting Household Bills

As you might imagine the majority of our clients, in keeping with the rest of the UK population, typically don’t like to waste money – and nor should they!

We therefore spend time helping our…

Read more

It’s that time of year again! Exams are coming to an end and the thoughts of many students turn toward University – Freedom, freshers week, and fun.

For parents (and students) there’s also the issue…

Read more

The End of Cash ISAs?

Following on from our article about Lifetime ISAs, this week we take a look at the ‘good old’ cash ISA.

The humble cash ISA has been on a journey over time. In 1990 John…

Read more

Lifetime ISAs

The Lifetime ISA (LISA) was added to the suite of ISA choices in April 2017 and is designed to encourage those under 40 to either save for their first home or to provide for…

Read more

Service Business of the Year

We are absolutely delighted to win the ‘Service Business of the Year’ Award at the Make Your Mark Awards last night.

The awards are open to all businesses on Aycliffe Business Park (over…

Read more

We have seen increasingly convincing HMRC tax refund scams in recent months. The tax office is currently processing refunds following the end of the 2017/18 tax year and criminals are taking advantage of this…

Read more

Pension Freedoms: 3 Years On

April 2018 marked the third anniversary of the pension freedoms rules, and these have proved very popular. These have given more flexibility, but they also come with more responsibilities too.

In July 2017, the Financial…

Read more

Spring Has Sprung

Here we are. Spring has sprung, the birds are singing, and it’s a new tax year. Exciting huh?

Okay maybe not ‘exciting’ as such but certainly it affords us all new opportunities. There are new…

Read more
Page 4 of 6 First page...23456