Download our Summer Newsletter here! (Adobe PDF file, requires Adobe reader available here)

FINANCIAL PLANNING SERVICES
Major changes to pension legislation came into effect on 6 April 2006 and the new rules now affect everybody. It is always sensible to review your pension arrangements periodically and the changes to the rules provide a good reason to make this a priority.

As you may also be aware, major changes to the Inheritance Tax (IHT) legislation were introduced in the Finance Bill and were subsequently confirmed in the Finance Act 2006. If your estate is likely to exceed the nil rate band which is £312,000 for 2008/9 then please contact one of our Independent Financial Advisers, either Colette Cook DipPFS, CFP or Nanette Strover CertPFS, MIFP for a review.

TAX
Please click here for the current Budget Summary 2008/2009 and Tax Rates 2008/2009. A number of changes to legislation have been introduced in the 2008 Finance Act which may have a direct impact on you. Some of these changes are summarised in the Hot Topics newsletter sent to clients periodically.

If you are a client and have not already sent us your tax papers for 2008, you should let us have them now. We are keen to prepare returns now, to be able to advise you of tax liabilities in good time and to provide scope for tax mitigation advice where appropriate. We file most returns on-line as this gives us immediate confirmation of receipt by HM Revenue & Customs and speeds up the establishment of tax liabilities (and repayments where appropriate).

Levels, bases of and reliefs from taxation may be subject to change.

Contact: John Ironmonger FCA

ANNUAL WOMBLEDON ROUNDERS TOURNAMENT
This event, founded in 1979 and still going strong, was again well attended and enjoyed by all. The barbeque and disco were much appreciated and the winners were, once again, "Village Vanquish", runners up, "Cross & Prior", in third place "Wimbledon Village Stables". Mark your diaries for the first Friday in July 2009, the 3rd! Those interested in participating should click the link below.

Contact: Let me go to the Rounders!

NEW WIMBLEDON THEATRE
Strover Leader are again for 2008/9 Bronze Corporate members of the New Wimbledon Theatre. This offers discounts on bookings which we are happy to extend to staff and "friends" on a number of performances throughout the year - so get in touch if you might be interested in coming along!

Contact: John Strover FCA for details.

ADDING VALUE FOR OUR CLIENTS

FEES PROTECTION
Clients are covered for the cost of HMRC enquiries by our Fee Protection Scheme. This could include Self Assessment and Corporation Tax enquiries and compliance disputes in relation to PAYE and VAT. Full details are available on the summary of cover which is updated annually.

Additional benefits for clients include a useful helpline on a wide range of Legal and HR matters.

FINANCIAL PLANNING
Did you know that there is a government initiative which allows your employer to contribute £150 towards our advisory fees in connection with your retirement planning?

Contacts: Colette Cook DipPFS, CFP or Nanette Strover CertPFS, MIFP

Authorised and Regulated by the Financial Services Authority.

COMPANIES HOUSE ONLINE FILING
Technical advances at Companies House mean thet Companies are able to file certain documents online. In particular Annual Returns which must be filed by every company each year can now be dealt with online at a saving of £15 per return. Using online filing not only saves you money it can also reduce the risk of certain types of identity fraud. If you are needing any advice or assistance in this area, we can help. Email any queries for the attention of our our Company Secretarial Department using the link below.

Contact: Question about Companies House Online Filing

HALL OF FAME
We have been encouraging clients to send us their promotional literature or other documents and artefacts for inclusion in a Strover Leader "Hall of Fame" in part to celebrate our recent thirtieth anniversary. If you would like to send us something for inclusion (items are on display in our boardroom and reception area) then you should contact us using the link below.

Contact: Stephen Parker