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May 30, 2019

Tracing a Lost Pension

NEARLY £20 BILLION UNCLAIMED MONEY AND GROWING The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the subject. The Pensions Policy Institute surveyed firms representing about 50% of the private defined contribution pensions market. From this, the Pensions Policy Institute found 800,000 lost pensions worth an estimated […]

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May 30, 2019

State Pension

HALF A MILLION WORKERS PAST PENSION AGE  COULD BE PAYING UNNECESSARY TAX A significant number of people working past the State Pension age could be paying unnecessary tax on their State Pension, according to new research. This is because they failed to take up the option of deferring their State Pension until they stopped work. […]

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May 3, 2019

BLOG – Happy Birthday ISA

Happy Birthday ISA! This year marks the 20-year anniversary of the Individual Savings Account (ISA). An ISA is a scheme allowing individuals to hold cash, shares, and unit trusts free of tax on dividends, interest, and capital gains. In 1999 it replaced both personal equity plans (PEPs) and tax-exempt special savings accounts (TESSAs).  Most people […]

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March 29, 2019

BLOG – Benefit of Brexit??

The last few weeks have been busy with last minute pension contributions for clients before the end of the tax year. The tax relief on pension contributions is still a major incentive for many people when they are looking at where to save their money. Before the Brexit referendum of 2016 the government had mulled […]

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March 25, 2019

Tax Action

GETTING YOUR TAX AFFAIRS IN ORDER BEFORE 5 APRIL This time of year is your last chance to get your tax affairs in order before the end of the 2018/19 tax year. We’ve provided a summary of some key tax and financial planning areas which may be appropriate to certain taxpayers and should be considered […]

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March 12, 2019

Current Vacancies – Mortgage Administrator

Job description Mortgage Administrator Lincoln Competitive salary and benefits, based on knowledge and experience. This position is full time, but we would look at applications for those who are looking for a part time position. Looking for a career with a young ambitious team who are recognised nationally for excellence in their field…? About us […]

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March 12, 2019

Current Vacancies – Administrator

Job description Administrator- Financial Services Lincoln Competitive salary and benefits, based on knowledge and experience. This position is full time, but we would look at applications for those who are looking for a part time position. Looking for a career with a young ambitious team who are recognised nationally for excellence in their field…? About […]

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February 12, 2019

Tax Year End Planning – We are here to help

Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be a mad March rush. Now is the perfect time get a head start on your tax planning resolutions to enhance your own, your family’s or your company’s tax-efficient plans for the future. We have set out some tax tips […]

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December 21, 2018

Happy Christmas

We wish you a very Merry Christmas and a prosperous New Year from everyone at Thompson & Richardson. Christmas Opening Hours Monday 24th December – Closed Tuesday 25th December – Closed Wednesday 26th December – Closed Thursday 27th December – Open Friday 28th December – Open Monday 31st December – Open until 1pm Tuesday 1st […]

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December 18, 2018 1 Comment

Lincoln Toy Library

What a great time Hayley and Ann had at the Lincoln Toy Library this morning. We presented a donation on behalf of Thompson & Richardson. Such an amazing place for parents and children to go and spend hours of play or borrow toys to take home. If you have not yet been it is well […]

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