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By Armstrong Watson

28th September 2023

Armstrong Watson acquires financial services firm 3G financial

Armstrong Watson is pleased to announce the acquisition of Penrith-based financial services firm 3G Financial.

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By Steve Shovlin

28th September 2023

Am I taxed on the higher interest rates I am getting?

Here, we explore the implications of rising interest rates on savers, shed light on tax requirements and savings allowances, and discuss the changes to dividend allowances.

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By David Squire

26th September 2023

The value of good financial advice

When times are good, and confidence is high, most financial advisers should be able to help generate at least reasonable returns. However, in times such as those we have experienced over the last few years, having the support of a ‘trusted adviser’ you can rely upon to help, guide, support and advise you is more important than ever.

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By Armstrong Watson

21st September 2023

4 strategies to help reduce your Inheritance Tax liability

The number of estates faced with paying Inheritance Tax (IHT) is on the rise as the nil-rate band remains frozen and property prices continue to increase. Here are four strategies that could help reduce you IHT liability. 

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By Justin Rourke

7th August 2023

Pension tax break could be lost as HMRC proposes significant change

HMRC is proposing to change the rules around the income tax paid on withdrawals from a pension pot by beneficiaries, which could mean a reduction in income for those in receipt of their deceased partner/relative’s (in most cases) pension.

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By Armstrong Watson

12th June 2023

How a cash flow model can help you plan for retirement

Having a cash flow model can help you make well-informed decisions about your retirement, not to mention give you the confidence to retire.

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By Emma Copley

25th May 2023

What type of pension do you have?

There are many different types of pension that you might come across, but the majority typically fall into one of these; Defined Contribution (DC), or Defined Benefit (DB). It’s worth understanding the basics of how these work, as it will have an impact on the options available to you, as well as how you plan to access your retirement benefits when you are ready to retire. 

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By Armstrong Watson

25th May 2023

Armstrong Watson Financial Planning and Wealth Management appoints new Managing Director

Armstrong Watson Financial Planning and Wealth Management is delighted to announce it has a new leader at the helm.

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By Armstrong Watson

23rd May 2023

New Head of Advice for Armstrong Watson Financial Planning and Wealth Management

Armstrong Watson is delighted to announce that Penrith-based Senior Financial Planning Manager, Justin Rourke, has been promoted to Financial Planning Director - Head of Advice.

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By Armstrong Watson

17th May 2023

Living together but not married: financial assets and where you stand  

Being frank about your finances is important in any relationship. But cohabiting couples in particular, who do not have the same legal protections as those who are married or in civil partnerships, need to know where they stand should one of them die or the relationship break down.

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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.

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Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited. Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is James Watson House, Montgomery Way, Rosehill, Carlisle, CA1 2UU.

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Armstrong Watson is a trading style of Armstrong Watson LLP, Armstrong Watson Audit Limited and Armstrong Watson Financial Planning Limited.