Waveney McKennaFixed protection
19 January 2012
The lifetime allowance reduces from April 2012.
Read more . . .News Archive
Waveney McKenna reguarly produce updates following key announcements and events such as the Budget for clients. Please select the document of interest from the list below.
Keeping abreast of all of the market developments and changes to legislation can be a daunting task. Waveney McKenna are here to sift through all of the changes in the Financial Services sector and ensure that our clients are updated on any changes that are of relevance to them.
See below for our recent reports;
June Budget
18 May 2010
The Government has announced that, as expected, there will be an emergency budget on the 22nd June - prepare for some significant changes
Read more . . .Waveney Business Growth
10 December 2009
Waveney McKenna Ltd is pleased to be merging with Lowestoft based financial services.
Read more . . .Pre Budget Report 2009
10 December 2009
A populist budget which doesn't seem to adequately address the state of the public finances.
Read more . . .ISA Allowances
14 September 2009
The amount you pay into an ISA is changing and you are now able to transfer from a cash ISA into a stocks and Shares ISA (but not the other way around).
Read more . . .Family Pension Trusts
14 September 2009
The ability to allocate growth disproportionately among members can be a useful estate and income tax planning tool. In addition the scheme pension post age 75 creates additional planning options compared to alternatively secured pensions or annuities.
Read more . . .Budget April 2009 - Important Update
14 September 2009
Important update on the proposed amendments to the Finance Bill
Read more . . .Budget April 2009 Update
14 September 2009
Please see our latest update relating to the changes to higher rate tax relief announced in the April 2009 budget.
Read more . . .Budget April 2009
14 September 2009
Please see our latest Bulletin following the recent Budget announcements. For further information please do not hesitate to contact a member of our team
Read more . . .