Our Thoughts: Page 21

Tees Businesswomen of the Year Awards – I made the shortlist!

12th November 2018

By Liza Pontone Last month, I was absolutely delighted to find that the team at Active had nominated me for the first ever Tees Businesswomen of the Year awards. I…

Pensioners reclaim over £330m in overpaid tax with more than £50m in emergency tax repaid since Jan 2018!

6th November 2018

In our role as Financial Planners, we spend a considerable amount of time assisting clients with structuring their income requirements in retirement. Much of this can revolve around the taxation…

Government rejects calls for ‘fundamental reform’ to pensions tax relief

24th October 2018

It would appear that the government has poured cold water on any plans to reform the tax relief system for pension contributions in the near future, despite many calls to…

I made it! – Thank You so much for your support!

24th October 2018

On the 19th August, at 7:53am, I made it to the summit of Mt Kilimanjaro! All 5895m of it! Following the Marangu Route of the largest volcano in the world,…

An exciting, fresh new look for Active

24th October 2018

As many of you will know, Active is always striving to be at the forefront of our industry in the region. We have always focused on ‘Quality’ over ‘Quantity’, and…

Executive Support Manager Rachel encouraged by Active ethos to continue studies

25th September 2018

Here at Active Chartered Financial Planners we are celebrating once again after another member of the team gained a new qualification. Executive Support Manager Rachel McCulloch has been awarded a…

Active ladies reach national awards final

4th September 2018

Active Chartered Financial Planners are celebrating the success of two team members who have reached the finals of a prestigious industry awards ceremony. Liza Pontone and Emma Cherrington (nee Richardson)…

Bank of England Base Rate is on the rise, so what’s the logic behind it?

12th August 2018

With Chartered Financial Planner, Andrew Gilmore. In March 2009, the Bank of England reduced the base interest rate to 0.5%, the lowest rate in nearly 300 years. We saw a…

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…