Our Thoughts: Page 10

Jess braved the ‘big freeze’ for charity

25th April 2022

When Jessica Wilkinson joined the Active team in late 2021, she didnt think she'd be sleeping rough for the night to raise money for charity! Fast forward to March 2022…

Men more likely to seek professional financial advice than women

19th April 2022

A recent study by Canada Life shows that men are more likely than women to seek advice from a financial adviser or a government website. The Canada Life survey, which…

Plan ahead: how financial planning can help business owners future proof their finances

5th April 2022

Being a business owner can mean working long hours and wearing multiple hats to ensure the business runs smoothly; from marketing to human resources. This often results in the owner’s…

Gender ISA gap widens

17th March 2022

"The latest figures from HMRC reveal that women continue to stick to cash ISAs, while men opt for stocks and shares ISAs, meaning men are reaping the rewards of greater…

Jess’s Little Tees Sleepout is no April fool!

7th March 2022

When an email arrived from the Teesside Charity* inviting patrons to the new one-off ‘Little Tees Sleepout’ Active’s Jessica Wilkinson snapped up the place! Due to the success of the…

Men are almost twice as likely to be at risk of pension transfer fraud as women

28th February 2022

The report, by XPS Pensions Group’s scam protection service showed that during the course of 2021, one-in-ten (11%) pension transfers for men were likely to raise a ‘red flag’ indicating…

The Active Ingredients: Louise Woods

8th February 2022

Welcome to our very first 'Active Ingredients' where each quarter we invite a member of our team to tell us a little about themselves; what brought them to Active, what…

Tax Year End – use it or lose it!

8th February 2022

Well, 2021/22 has been another challenging year, due to the continuing Covid-19 restrictions and concerns.  However, the equity markets did perform well so did you make use of your tax…

Dry January all-round, as markets suffer festive hangover

7th February 2022

It would appear that it’s not only ourselves that over-indulges over Christmas and New Year period, needing a welcomed period of abstinence in January to get back on track, but…

Active Spirit

“Having been a client of Active for many many years and have always been given great advice and direction. I am now looked after by Andrew. He has given excellent advice and service, continuing on the great work this company has always offered me. Always cheerful and helpful; a great asset to Active. I have no problem recommending him to other people.

25 years of change, but financial security still matters

10th March 2025

As Active Chartered Financial Planners celebrates 25 years in business, we want to take a moment to say thank you to our clients. Some of you have been with us…

Inheritance tax: do you know the limits?

4th March 2025

With the potential changes coming to Pensions from April 2027, whereby your pension plan could become liable to inheritance tax, it is important to be aware of the inheritance tax…

A speedier exit for emergency tax codes on pensions withdrawals

4th March 2025

Have you ever booked a holiday promising luxurious accommodation and top-notch amenities, only to find on arrival that it’s lacking a star or two? If you’re a football fan, you’ll…