Three minutes with…Warren Dunn

Posted on May.06, 2016 by in Latest News

Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in this news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office. You have already met Jacky, our Operations Manager.  Next up is… more

SIFA Professional – compliance and business support for Generation Financial Services

Posted on May.06, 2016 by in Latest News

Generation Financial Services Limited is listed in the SIFA Directory of Professional Financial Advisers which is endorsed by the Law Society. SIFA (Solicitors Independent Financial Advice) was founded by a solicitor in 1992 with the objective of facilitating solicitors’ involvement in financial services matters, and it now provides support services to approved financial advisers in their work with solicitors. The advent… more

The new tax year pitfalls

Posted on May.06, 2016 by in Latest News

Now we are into the new tax year, it’s a good time to remind ourselves of the new situations and challenges that we need to be aware of: Personal Dividend Allowance: Be aware where this features in a client’s tax situation. For example, I have a non-dividend income of £40,000, and receive dividends of £9,000 outside of an ISA. Of… more

Three minutes with…Jacky Castle-Mason

Posted on Feb.24, 2016 by in Latest News

Who does what in our business? Like most websites, we have a ‘Meet the team‘ page, which tells you a bit about each of our team members. But in our new news feature, ‘Three minutes with…’ we delve into their lives a little bit further – both inside and outside the office. First up, meet Jacky, our Operations Manager. Tell… more

Tax increases for landlords

Posted on Feb.09, 2016 by in Latest News

If you can answer YES to any of the following, it is important that you read the ‘Tax Increases for Landlords‘ document: • You receive rental income from furnished property • You are a higher-rate taxpayer in receipt of rental income from a property with a mortgage • You intend on purchasing a buy-to-let property or second home The Government… more

Pension changes

Posted on Feb.09, 2016 by in Latest News

From 6 April 2016, high earners will see their annual allowance restricted to as low as £10,000. A high earner in this context is someone with income greater than £150,000 who will suffer a £1 reduction in their annual allowance for every £2 of income above this threshold. The minimum allowance of £10,000 will apply to those with income of… more

Presentation: Business Cash Extraction and Dividend Planning

Posted on Oct.23, 2015 by in Latest News

We recently presented a joint seminar with Barnes Roffe LLP Accountants on business cash extraction and dividend planning in light of the recent changes to the treatment of dividend tax that come into force from 6th April 2016. To view the slides, please click here:Barnes Roffe Tax Seminar The seminar addressed companies that have built up a large cash surplus… more

Automatic Enrolment – Oh it can wait, can’t it?

Posted on Jul.14, 2015 by in Latest News

If you, like many other employers, read the title above and thought “Oh it can wait!” then you really need to read the rest of this article. Automatic Enrolment is happening and you must be ready with the correct information on the law and your requirements as if you don’t you could face some pretty hefty penalties and fines! Our… more

Appointment of Asset Risk Consultants

Posted on Jul.14, 2015 by in Latest News

Appointment of Asset Risk Consultants In May 2015 GFS appointed Asset Risk Consultants (ARC) to independently recommend discretionary fund managers (DFM) appropriate to our clients. ARC is an independent, privately owned consulting practise, regulated by both Jersey and Guernsey’s financial authorities in order to provide investment consulting services on funds and private portfolios. Founded in 1995, they are renown among… more

Are SMEs ready for the perils of Auto-Enrolment?

Posted on Jun.22, 2015 by in Latest News

Smaller businesses are at a crossroads.  Pensions Auto Enrolment (AE) is fast approaching for SMEs and every organisation that employs at least one member of staff will need to take action, irrespective of size or turnover. This raises a raft of questions for business owners: How much will it cost? How long will it take? What actions are required? Who… more

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Generation FS

Generation FS