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What might change in the 2021/22 tax year – and what should you do about it?

Feb 22, 2021

With the March budget coming up, we’re turning our attention to the chancellor’s plans for the next tax year – specifically, whether there will be any tax changes that impact investors and savers. In this article, we outline three key areas to watch in the March budget, plus some practical steps you can take now to mitigate any negative impact. Will Capital Gains Tax (CGT) get a shakeup?Quite possibly. In 2020, the Office of Tax Simplification published a review suggesting…

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3 things to do before the new tax year

Surprising though it may seem (given that January felt like the longest month ever), the new tax year is fast creeping up on us. To ensure you’re making the most of your personal allowances for this tax year, there are some key things to consider before 5th April. Here, we’ve rounded up our top three items for your end-of-year financial to-do list: Take full advantage of your pension annual allowanceThe pension annual allowance is the maximum amount you can contribute…

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What are your financial goals for 2021?

Jan 07, 2021

It’s that time of year again. The time when most of us start setting goals and thinking about what we want to achieve – both in the year ahead, and life in general. But the unavoidable truth is most life goals have some sort of financial element to them. Want to start your own business? You’ll need a savings buffer while you get established. Want to retire at 60? You’ll need a healthy pension to support that lovely long retirement.…

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3 New Year’s resolutions to get your finances in shape

Forget diet and fitness resolutions (which, let’s face it, rarely last beyond February). How about making some financial resolutions this year? After all, your personal finances are such a huge part of life – they shape your ability to achieve other life goals, and have a dramatic impact on health and wellbeing. Here are three achievable personal finance goals that we think everyone – regardless of income – can aim for this year. Set a realistic budgetHow come some people…

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How would you like your business to look this time next year?

Dec 10, 2020

This year may not have gone the way you planned, but that’s no reason to neglect planning for next year. As we at Jupp Castle look ahead to 2021, we’re scoping the future of our own business and working out how we want it to look this time next year. If you haven’t yet done the same, here are some easy steps to plan the future of your business. Imagine it’s December 2021…Start by picturing how, in an ideal world,…

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