Latest News from Morgans

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    The Quick, 6 Step End of Tax-Year Checklist 2018/19

    With the end of the tax-year rapidly approaching, here are just a few key things to be thinking about regarding your personal finances.

    1. Utilise your pension contribution allowance. This is currently a maximum of £40,000 for 2018/19 (subject to your earnings). However, you may also be able to carry forward unused allowance from the last 3 years.
    2. Higher earners can take steps to reduce their taxable earnings through pension contributions and charitable donations.... more

    The Quick, 6 Step End of Tax-Year Checklist 2018/19
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    South West Business Growth Summit 2019

     

    Morgans were delighted to be sponsoring the South West Business Growth Summit 2019 at the Bath Racecourse last week. It was great to see so many successful and growing businesses in our region. Particularly insightful was listening to the keynote speaker, Jim Lawless, talking about the rules to success.

     

    We very much look forward to working with the businesses we met and thank you Peter and Jo Rolliston at ActionCoach for organising such a great day.

    ... more

    South West Business Growth Summit 2019
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    The average pension pot in the UK faces a shortfall in retirement

    In April 2019 the basic minimum contribution level for auto enrolment pensions will increase from 5% to 8%, with the employer having to contribute at least 3%. Whilst this is seen as a positive sign for most, this will still not be enough to achieve most retirement goals and likely leave people in the position of suffering a shortfall in retirement.

    A common belief is the state pension and the auto enrolment accumulated funds will cover retirement income needs. But recent research* fo... more

    The average pension pot in the UK faces a shortfall in retirement
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    36 Million people in the UK without a financial safety net

    Life insurance is not something many people want to consider or even discuss. It can be uncomfortable to talk about and seen as an expense worth avoiding. However, it undoubtedly forms the vital foundation of any well-made financial plan. Without it, a death could leave a family in significant financial difficulty.

    Knowing this, I was shocked recently by a recent study* that found 70% of UK adults have no form of financial protection. Many of those questioned suggested they would simp... more

    36 Million people in the UK without a financial safety net

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