Our Thoughts: Page 26

Tax Year End Planning; Contribution Limits

24th February 2016

Pensions Pensions still remain one the most tax efficient and legitimate ways of saving available to a UK tax payer, yet so many do not use the annual allowances available…

The Future Isn’t Too Bright For Landlords

23rd February 2016

Stamp Duty Land Tax Changes Higher rates of stamp duty land tax (SDLT) on purchases of additional residential properties are expected to be finalised for the Spring Budget (16 March…

Happy “Work” Anniversary!

23rd February 2016

Active has recently celebrated “work” anniversaries for 4 members of the Team. Independent Financial Advisers Colin Burke (Dip PFS) and Mark Dobing (Dip PFS) celebrate 15 and 10 years respectively…

Advising is so last year. In 2016, it’s all about the Planning!

1st February 2016

Many of you will have spent the last month preparing for the year ahead. Personally that might include planning for a summer holiday or a New Year’s Resolution such as…

New Marketing Manager at Active

26th January 2016

We are thrilled to welcome Ruth Conner to the Active Team as Marketing Manager. Ruth will be working closely with the directors to implement Active’s marketing strategy. This includes managing…

Autumn Statement 2015 Highlights

14th December 2015

As you probably already know, on the 25th November George Osborne presented the latest Autumn Statement and Spending Review. We all tuned in at the office to hear what plans…

Your Savings Myths- BUSTED!

9th November 2015

Saving is straightforward right?  Money goes into a bank account and there, it’s done... Here at Active we talk to clients a lot about ensuring that they are saving for…

Thanks to the team at Rockliffe Hall for our Masterclass in Customer Service!

24th August 2015

Our excited client support team was lucky enough to visit Rockliffe Hall this week for a tour and masterclass in customer service from the North’s only Five Star resort.  Not only…

Investments and planning for the future – how we understand your needs

17th August 2015

You might feel like you do a lot of talking when you meet with one of our Advisers. Maybe it is a bit of a surprise to be asked about…

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.

Team Active shine a light on mental health

11th June 2024

Friday 5th July brings one of our favourite charity events of the year – the Walk in to the Light. Now in to its 4th year, the event was the…

The importance of protection

23rd May 2024

As a financial adviser, one of my primary goals is to ensure that my clients are well-prepared for whatever life might throw at them. Read on or click here to…

Later Life Planning – why we need it!

21st May 2024

As we go through life, our financial needs evolve. While early adulthood focuses on building wealth and achieving financial stability, later life demands a different approach. Read on, or click…