News | Independent Financial Advice in Cheltenham and the South West | Cactus Financial Planning

While it might seem some way off, preparing for the end of the tax year now can help you make the most of allowances. On 5 April 2022, the current tax year will end and many allowances and exemptions will reset.

Why now is the perfect time to start thinking about the end of the tax year 13th January 2022

2022 may only have just started, but now is an excellent time to start thinking about the end of the tax year….

A piece of paper with a pension plan on with glasses resting on top

The pension Lifetime Allowance: Why you could be closer to exceeding it than you think

The pension Lifetime Allowance limits how much you can have in pension benefits tax-efficiently. While you may think exceeding the allowance is…

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5 steps that could provide financial security for your partner if you pass away

If you’re creating a financial plan as a couple, you should consider the effect one of you passing away could have. If…

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