View articles published in:
View posts tagged with:
Jun
12
2019
If you read newspapers or watch the news on television, you would be hard pressed to have avoided the news of the downfall of the fund manager Neil Woodford. His funds have been suffering lately for a number of reasons which had led to a mass exodus ... read full article
May
29
2019
Back in a time when we supposedly had a more stable Government, albeit a coalition, legislation was passed to equalise state pension ages for males and females by increasing the age at which women can access their state pension from 60 to 65 by Novem ... read full article
Mar
21
2019
tba Wealth Management Partner Martin Card talks about how turpin barker armstrong is an equal opportunities firm by choice. Our recent video by employee Samuel Denne, who has Down's Syndrome, shows Samuel raising awareness for the Down's Synd ... read full article
Mar
21
2019
Today is World Down Syndrome Day, some of the members of staff here at turpin barker armstrong can be seen wearing their official#LotsOfSocks and odd socks in aid of raising awareness and to ensure we#LeaveNoOneBehindWe have been privileged the last ... read full article
tba wealth featured in The Times newspaper, VouchedFor 's guide to the UK's Top Rated Financial Advisers.tba Wealths partner Martin Card was amongst those listed as a Top Rated Advisor.Well done Martin on having a 4.9 average star rating!Take ... read full article
Jan
30
2019
Do you want to know what our clients genuinely think of the services we provide?Partner and Chartered Financial Planner Martin Card is listed on the trusted siteVouchedForHere is one of Martin's latest reviews:If you would like to take advantage ... read full article
Oct
10
2018
For 2018/19 you could get tax relief on pension contributions up to £40,000 or 100% of your salary (whichever is lower). Any contributions that you make over this limit are taxed at the highest rate of tax you pay.Basic rate taxpayers get 20% t ... read full article
Sep
6
2018
Whilst on the way to a client meeting recently (a client who is enjoying their later stage of life but who is also looking to move) I remember my study from the days of the Financial Planning Certificate. Whilst a long time ago and well below the cur ... read full article
Aug
27
2018
In line with our previous posts now may be the time to review your ability to fund your pension. For business owners and individuals alike, pension contributions provide a tax efficient way of planning for your future. Get in touch today as this coul ... read full article
Aug
21
2018
Here at tba Wealth we have always taken a keen interest in Investment Trusts as part of the investment universe. Unlike their unit trust or OEIC counterparts an Investment Trust has a price for which you purchase its shares and a value for the underl ... read full article
Aug
17
2018
Regulators launch ads to warn against pension scams - If somebody cold calls you regarding your pension and you are unsure just put the phone down.Remember if it sounds too good to be true it more than likely is!If you have any questions regarding yo ... read full article
Jul
17
2018
I think we will all agree that the extra £20 billion pledged by Theresa May for the NHS is something that is longoverdue.However, as the government has stated before there is no money tree and so where will the extra £20 billion come from ... read full article
Jun
1
2018
After 17 years trading as Optima Financial we decided to change our name to tbaWealth Management.So why?Optima Financial has always been a trading name of turpin barker armstrong, a local London firm of accountants with many areas of speciality. We p ... read full article
Mar
15
2018
As usual the government and the opposition will contradict each other over the Chancellor’s Spring Statement. Are there any parts of it that non-political accountants can like? Well yes….Firstly the statement at 26 minutes was pretty bri ... read full article
Nov
9
2017
So I’ve now completed my first month with Optima Financial.I’m someone who has not had a great deal of experience of working in a small office, I’ve always worked for very large companies with huge offices and large teams, Optima co ... read full article
Jun
20
2017
I have always been sceptical about networking having been a member of one club, which shall remain nameless, that almost put me off for life. Fortunately, though and by pure chance, I gave another one last try by attending a visitors day to dip my ne ... read full article
Mar
24
2017
Spring is here and with it comes new life and new changes that may affect your finances. Here are just a few of the changes that grabbed our attention:• £500 of extra income you can earn each year before paying any income tax thanks to the ... read full article
