Dividend tax changes
The system of taxing dividends on shares will change with effect from 6 April and, depending on individual circumstances, it could make sense for business owners either to accelerate payments … Continue reading “Dividend tax changes”
Find out more“Flexible” ISAs
Under the current rules, if an investor wants to withdraw funds from an ISA and then replace those funds, this will count as an additional ISA investment, which could exceed … Continue reading ““Flexible” ISAs”
Find out moreThe end of the tax return?
HM Revenue & Customs has stated its aim that within the next four years, tax reporting should become almost entirely digital. What should make this possible is that much of … Continue reading “The end of the tax return?”
Find out moreShortlisted – New Model Adviser of the Year 2016
At the recent Citywire event in London, Crown Wealth Management was shortlisted for the New Model Adviser of the Year 2016 award. All credit to all those who were shortlisted … Continue reading “Shortlisted – New Model Adviser of the Year 2016”
Find out moreDon’t Panic!
Many of our clients are investing for the long term and therefore short term falls are acceptable. However it can be difficult for clients who have just invested for the … Continue reading “Don’t Panic!”
Find out moreMarket Overview
Global equity markets continued to plunge on concerns that lower commodity prices and slowing Chinese growth could feed into corporate profitability and domestic demand in developed economies. The sell-off was … Continue reading “Market Overview”
Find out moreCrown Wealth Management – Top 100 Adviser 2015
For the third year running we have been recognised as a top 100 firm in New Model Adviser Magazine, a Citywire publication. This confirms that a firm based in Shrewsbury … Continue reading “Crown Wealth Management – Top 100 Adviser 2015”
Find out moreCWM Welcomes James
As part of our commitment to improve the service we offer to our clients, James Benson has joined us, to work alongside Elly in the Client Services Team. James will … Continue reading “CWM Welcomes James”
Find out moreInheriting your deceased spouses ISA
Previously, ISAs lost all their tax benefits on the death of the holder and formed part of their estate for inheritance tax purposes. From now on, for deaths on or … Continue reading “Inheriting your deceased spouses ISA”
Find out moreHelp to buy ISA
Many clients are asking about help to buy ISAs as a savings vehicle to help their children save a deposit for their first home. The 2015 Budget confirmed ISAs as … Continue reading “Help to buy ISA”
Find out moreDecember Market Commentary
Although major equity markets generally rose over November, investor sentiment was undermined by mounting geopolitical tensions. In particular, the terrorist atrocities that took place mid-month in Paris shook investor confidence, … Continue reading “December Market Commentary”
Find out more2015 Autumn Statement Overview
2015’s Autumn Statement was not short on surprises, as higher tax receipts and lower debt costs provided Chancellor of the Exchequer George Osborne with some leeway to soften austerity measures. … Continue reading “2015 Autumn Statement Overview”
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