Our Thoughts: Page 14

Your Tax Year End Checklist – 5 Key Areas to Review

15th February 2021

I think it would be safe to say 2020/2021 has been a challenging tax year. Proceeded of course by a March that few of us will forget, pushing last tax…

Be part of a force for good on Teesside

12th February 2021

Active Chartered Financial Planners is proud to be part of a powerful force for good on Teesside – and we would love you to join us. As Patrons of charitable…

They say things come in threes….lockdown (part 3) working practices for Active

5th January 2021

Following on from the Prime Minister’s announcement on Monday evening and due to the rise in the new more contagious variant of coronavirus, England is now in its third national…

Savings shake up another blow for ‘cash’ savers

15th December 2020

With Anthony Long, Chartered Financial Planner One of the largest savings organisations in the UK, NS&I has cut interest rates. A popular provider for cash based deposits, this is another…

Why using an independent financial adviser is more important than ever when searching for a mortgage

15th December 2020

You may have noticed in recent media reports that the housing market is booming; houses are selling quickly and interest rates are low.  However, it is a difficult time for…

December market update……Covid-19 vaccine, Brexit & the US election

14th December 2020

With Director & Independent Financial Adviser, Karl Nendick As we near the end of what has been a very difficult year for many of us both emotionally and financially, as…

Professionals use lockdown as reason to reorganise future finances

12th November 2020

Professionals who previously left planning for the future on the ‘to do’ list have been using lockdown as a reason to change their attitudes. Many people took the opportunity to…

Here we go again…..lockdown working practices for Active

5th November 2020

We are all now aware of the ‘4 week lockdown’ announced on Saturday evening by the Prime Minister. I guess this outcome was inevitable given the rising infection rates through…

Negative interest rates – what would they mean for the UK consumer?

3rd November 2020

With our Paul Gibson, Director & Chartered Financial Planner What would negative interest rates mean for the UK consumer?  UK banks received a letter from the Bank of England (BoE)…

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…