Welcome to My BlogI hope you find it useful and enjoy reading it
At the start of a new tax year it can be difficult to stay up-to-date with the latest changes to tax relief, personal allowances and limits. In this article, we explain what’s new in 2016/17. No Change to ISA Limit In George Osbourne’s 2015 Autumn Statement, he...read more
The new tax year brings with it a huge change to the pension rules and a wide range of new opportunities for you in retirement. With greatly increased flexibility and control over how you access your pension, the reforms require a sea change in the way we think about...read more
The Chancellor began his Budget today by stating that he would take action to support savers and pensioners. Some of the most attention-grabbing announcements were directed at those who are saving for their futures and others who have already retired. Before George...read more
With new legislation bringing more freedom than ever for those 55 and over, more than three quarters of the people we spoke to as part of our Tackling the Savings Gap survey nearing retirement are undecided on how they will fund their lifestyle. From April 2015,...read more
The inflation rate dropped even further last month, taking it to the lowest level since records began, at just 0.3%. December’s figure of 0.5% had been the joint lowest since CPI was measured but it fell another 0.2% in January. The Office of National Statistics...read more
London could be the biggest beneficiary when new rules enabling spouses to inherit their partner’s ISA allowance are introduced in April, statistics suggest. Around 150,000 married ISA savers die each year, according to Government statistics, although current...read more
Find out more
Contact Mark today or sign up for our newsletters.
Need some further information or have a question?
Mark Bugden is an Independent financial adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611.
Capital at Risk. Investments can fluctuate in value and investors may not get back the amount they invest.
Tax rules can change at any time.
Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage.
We give clients the option to pay for mortgage advice by fee rather than commission.
Equity Release refers to lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority do not regulate, Will Writing, Buy to Let Mortgages, Tax Advice and Estate Planning.
The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.