Tax year end ISA allowance – use it or lose it

Posted on Apr.02, 2012 by in Latest News, Personal financial planning

Individual Savings Accounts (ISAs) are a simple tax-free wrapper into which you can place either cash or shares. ISAs were introduced in 1999 to replace old style PEPs and Tessas and to encourage us to save. Whether for cash or shares, an ISA should be the first stop for your savings; they are great for accumulating tax-free wealth to provide… more


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Generation company developments – improving client communication, plus the launch of our new look and website

Posted on Apr.02, 2012 by in Latest News

In February this year, Generation Financial Services celebrated its 1,000th client, an achievement we believe can be credited to our business ethos and strong focus on client services.  Since our formation in 2008, the business has continually grown and developed, and we believe our success is due to a core belief in treating our clients, staff, providers and business partners… more


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State of the market

Posted on Apr.02, 2012 by in Latest News, Personal financial planning

UK According to Sir Mervyn King, the Governor of the Bank of England, the UK is on a ‘zigzag’ path back to growth. Strong economic data for consumption figures surprisingly contrasted cautiousness in the outlook going forward, but the Monetary Policy Committee acknowledged that the economy remains fragile. US Following its early and aggressive response to the financial crisis, the… more


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Changes in pension legislation – important considerations and opportunities

Posted on Apr.02, 2012 by in Latest News, Personal financial planning

Reduction in the pension annual allowance There is no limit on the amount you can save in a pension scheme, but there is a limit on the amount that can receive tax relief each year. The annual allowance is the maximum amount of pension savings you can have per year that will benefit from tax relief. This includes pension savings… more


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Generation FS

Generation FS