Use it or Lose it: Tax Allowances
- 12th January 2021
- Posted by: Celticfp
- Category: Financial Planning
No Comments
Our tax year here in the United Kingdom runs from April to April. The current tax year started on 6th April 2020 and runs up until April 5th 2021. The next tax year will then run from 6th April 2021 until 5th April 2022 and so on and so forth.
Benefit: Death in Service
- 28th October 2020
- Posted by: Celticfp
- Category: Business
Death in Service (DIS) is a form of group protection that an employer can provide its employees with as part of its overall benefit of employment package. DIS typically pays outs a tax-free lump sum equivalent to a multiple of the employees salary.
The Celtic Digital Seminar
- 22nd October 2020
- Posted by: Celticfp
- Category: Seminars
This year we are holding are usual client seminar online. It will still feature our Head Economist Chris Bailey and he will no doubt have plenty to talk about, US elections, Brexit and Covid19 to name a few… Join us December 1st online.
Investment Committee 01/09/2020
- 1st September 2020
- Posted by: Celticfp
- Category: Investment Committee
The last 3 months from a stock market view in the UK has been fairly flat at time of writing, we’ve not seen much movement in the FTSE100 which represents the 100 largest traded companies in the UK, now less than Apple alone…
The value of life insurance
- 24th August 2020
- Posted by: Celticfp
- Category: Financial Planning
If the ongoing events of 2020 have taught us one thing, it’s that life as we know it can be turned upside down at a moment’s notice. One of the sad realities of life is that we all have to die one day or another. For the young, this morbid reality might…
Investment Committee 01/06/2020
- 3rd June 2020
- Posted by: Celticfp
- Category: Investment Committee
It has been an unprecedented quarter, none of our team have ever experienced anything like it which includes the fallout from the credit crisis, the dot com bubble, a few wars and the 1987 crash. That said, we think this chart of volatility…
Personal Finance Portal
- 21st May 2020
- Posted by: Celticfp
- Category: Financial Planning
With data security playing an increasingly prominent role in the way businesses conduct themselves, we will now communicate with you by phone, via our new secure client portal or in person. To ensure you can see your documents and secure messages…
Our Green Recovery Plan
- 6th May 2020
- Posted by: Celticfp
- Category: Investment Committee
Can COVID-19 give us an environmental boost? Experts have highlighted tackling climate change as a key factor in helping the UK recover from the COVID-19 pandemic. In a letter to Prime Minister Boris Johnson…
Chris Bailey – After Lockdown
- 1st May 2020
- Posted by: Celticfp
- Category: Investment Committee
I was on one of those dreaded Zoom videoconferencing calls a couple of weeks ago, trying to ensure that my ‘lockdown hairstyle’ was suitably greased down to look at least mildly professional, when another participant made an observation…
The Budget 2020
- 11th March 2020
- Posted by: Celticfp
- Category: Events
The Chancellor Rishi Sunak has delivered his first Budget of 2020 in the House of Commons, announcing the government’s tax and spending plans for the year ahead, along with several measures to mitigate the impact of the Coronavirus.
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01352 390 121 No Obligation
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Head Office: Florence House
Mold, Flintshire, CH7 1JW
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