Blog posts by
Daniel Barratt

Childcare changes: what do they mean for you and your family?

Financial Planning

19^th March 2024

Childcare changes: what do they mean for you and your family?

Over the past 18 months there have been significant changes to childcare entitlements, impacting working parents with children aged 9 months to 4 years. Dan Barratt, our Chartered Financial Planner shares summarises the key elements and implications for us.

Charitable giving and Gift Aid to optimise your tax strategy

Financial Planning

16^th November 2023

Charitable giving and Gift Aid to optimise your tax strategy

As the festive season approaches, Christmas becomes a pivotal time for charities in their fundraising efforts. Contributing to charitable causes not only makes a positive impact on society but can also be a strategic way to manage your tax liability. Daniel Barratt explains more...

Tax considerations when gifting residences

Financial Planning

20^th October 2023

Tax considerations when gifting residences

Dan Barratt delves into the complexities involved in gifting property and he explores the concept of "gift with reservation", and sheds light on the capital gains tax implications, which can catch many individuals off guard.

It is time to give your pension some attention

Financial Planning

5^th October 2023

It is time to give your pension some attention

Planning a fulfilling retirement becomes increasingly important as you age, it is time to give your pension some attention. Dan Barratt explains more...

Blog posts byDaniel Barratt

Childcare changes: what do they mean for you and your family?

Charitable giving and Gift Aid to optimise your tax strategy

Tax considerations when gifting residences

It is time to give your pension some attention

Blog posts by
Daniel Barratt