Archives for February 2022
Third of over-55s turning to equity release
Just under a third (30%) of over-55s with a defined contribution pension plan to release equity from their home to help fund retirement plans. Those on higher incomes were more likely to include equity release in their retirement planning. Over a third (35%) of over-55s surveyed by Canada Life on an income of over £50,000 […]
Third of over-55s turning to equity release
Just under a third (30%) of over-55s with a defined contribution pension plan to release equity from their home to help fund retirement plans. Those on higher incomes were more likely to include equity release in their retirement planning. Over a third (35%) of over-55s surveyed by Canada Life on an income of over £50,000 […]
Liontrust’s Roberts to retire after 34yr fund career
Liontrust’s David Roberts is to retire from fund management in August following a 34-year career managing fixed income funds. He joined Liontrust in January 2018 from Kames Capital to create the investment managers fixed income team. Mr Roberts currently co-manages the Liontrust Strategic Bond, GF Strategic Bond and GF Absolute Return Bond Funds. He has […]
LV= makes payment break option permanent
Protection provider LV= has made its payment break option permanent. The break option was introduced at the start of the Coronavirus pandemic in April 2020. The payment break has been made permanently open to vulnerable customers. Eligible members unable to pay their premiums can apply for a payment break for a maximum of three months. […]
How to Keep Track of Business Expenses for Taxes
Tracking business expenses can be tedious. Without proper attention and strategy, small business owners can quickly fall behind in keeping their financial records up to date. Tracking your business expenses allows business owners to easily see the whole picture of their business’s finances. Accurate bookkeeping will allow business owners to predict when they’ll break even, […]
How to Keep Track of Business Expenses for Taxes
Tracking business expenses can be tedious. Without proper attention and strategy, small business owners can quickly fall behind in keeping their financial records up to date. Tracking your business expenses allows business owners to easily see the whole picture of their business’s finances. Accurate bookkeeping will allow business owners to predict when they’ll break even, […]
Forms 1099-NEC and W-9 explained
Are you feeling unsure about how to fill out Forms 1099-NEC and W-9? When the time of the year rolls around to prepare these forms, you might struggle to remember how exactly to go about it. In this article, I’ll explain how to fill out Forms 1099-NEC and W-9. Form 1099-NEC for Non-Employee Compensation Non-employee […]
What Is a Fiscal Year for Your Business and Books?
When it comes to pulling reports, establishing a business budget, and filing taxes, you need to know your company’s fiscal year. So, what does fiscal year mean, exactly? When does the fiscal year start? And, how long is a fiscal year? Read on to get the answers to these questions and more. What is a […]
Chase de Vere’s Kavanagh to retire to take up chair
Stephen Kavanagh is to retire as CEO of national IFA firm Chase de Vere and become the company’s new chairman. He will retire as CEO on 29 April. Mr Kavanagh has been CEO of Chase de Vere for 12 years and spent 25 years with the firm. He will be succeeded as CEO by Kathleen […]