Savings Archives - Celtic Financial Planning Ltd

Read more about Big ISA Changes Are Coming

Posted 08.07.26

If you’ve been happily tucking money away into a Cash ISA each year, enjoying tax-free interest with no fuss, there’s…

Read more about Tax Allowances for 26/27

Posted 09.04.26

Now we’re into the new tax year, it’s a good time to take stock of the allowances available to you.

Posted 06.03.26

On Tuesday, 3 March, Chancellor of the Exchequer Rachel Reeves delivered the latest Spring forecast statement.

Read more about Simple Guide to Loud Budgeting

Posted 11.02.26

It's been said for years, “being good with money” was something you did quietly. A spreadsheet in the background. A…

Posted 22.01.26

The end of the tax year always seems to sneak up on us. But with a little forward planning, you…

Read more about Making the Most of S&S ISAs

Posted 09.12.25

When it comes to saving and investing for the future, choosing the best place for your money can feel overwhelming.…

Read more about Pensioners, Tax & Savings

Posted 28.10.25

It’s becoming a common concern: more pensioners than ever are receiving tax bills on the interest earned from their savings.…

Read more about Smart Strategies for IHT

Posted 02.03.25

Are you prepared for Inheritance Tax (IHT)? Many families in the UK are unaware of how IHT could impact their…

Posted 30.12.24

As we enter 2025, it's essential to take stock of your finances and ensure you're positioned for success in the…

Posted 17.08.23

In the world of investing, there are numerous strategies investors deploy to maximise their returns. One of the most powerful,…

Read more about New Child Financial Planning

Posted 24.09.21

As a first port of call, we would recommend ensuring that you have a valid Will in place. Approximately 60%…

Read more about Client Seminar – Care Fee Special

Posted 24.06.19

Our latest client seminar in September is free to new and existing clients. We will focus on care fee planning…

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