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Easter 2018 – Client Newsmail

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Easter greetings to all our clients. We emerge from a very busy but successful few months. In this newsletter we draw your attention to the developing world of Social Impact Investment as well as the excitement of GDPR and the mystery of Cryptocurrencies. We would also like to say thank you for entrusting us with your financial planning.

Tax Allowances

The tax-free allowance on dividend income will reduce from £5,000 to £2,000 from the 6th April 2018. This is worth noting if you have large amounts invested outside of tax-efficient wrappers such as ISAs or Pensions. If you are able to move funds into ISAs or Pensions it is worth reviewing doing so.

Referrals

Flowers McEwan expends most of its resources and skills for the benefit of a group of clients whom we have served for a long time. However, if the right sort of new client comes along we are glad to consider serving them too. If you know someone who would appreciate our holistic, conservative and personalised approach then we will be very happy to have an initial no-obligation conversation. Please feel free to recommend us.

David & Murray

4 April 2018

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