Second Allen Tomas & Co charity golf event is a success!

The second Allen Tomas & Co Charity Golf day was held on September 23rd at Heacham Manor in Norfolk. We are pleased to say we raised over £1,000 for our chosen charities, Norfolk Hospice and the West Raynham ward at King's Lynn's Queen Elizabeth Hospital.

With fantastic weather, the day was a huge success with 10 teams competing in a stableford event. The winning team were Johnsons Gift Shops Limited, second place Vitality and third place Hawkins Ryan Solicitors. The two longest drives were won by Gary Fitzjohn and Tom Mcewan and the two nearest the pins were won by Peter Zimmer Smith and Roger Lebbell - each were congratulated with a bottle of Prosecco.

We would like to thank Heacham Manor for hosting the event, the fundraising department at Queen Elizabeth Hospital, Norfolk Hospice, everyone who participated and brought raffle prizes, Patric Stuart of Brancaster Golf Club and Richard Boyd for donating golf vouchers, the support of Mark Jenner from Canada Life and Sam May from Vitality.

We look forward to seeing everyone again next year!

We're hiring

Financial AdministratorDue to continued expansion of our business we are looking to recruit a Financial Administrator at our head office in Dersingham, Norfolk. We believe this is an excellent opportunity for the right individual to join a professional and friendly Chartered firm in beautiful surroundings.

What we are offering...
Competitive SalaryFlexible working hours25 Days Holiday (plus generous holiday at Christmas and Bank holidays)Company Pension SchemePaid Study LeavePaid CII Exams and Study Support/Material Your Duties...
Enter and manage client details on our back-office system and accurately maintain these recordsHelp clients and professional connections manage effectively their online portalsCollate and run client portfolio valuationsComplete applications/letters of authorities and relevant documents relating to Pensions, Savings, Investments, Protection, Trusts, Estate Planning, Long Term Care and Group Schemes within agreed timescalesSupport Paraplanners and Advisers with…

Ben Allen achieves the Later Life Adviser Accreditation with SOLLA

SOLLA was established in 2008 as a not for profit organisation dedicated to higher standards and accessibility to regulated financial advice for older people and their families. There are no shareholders and any profit is used to sustain the Society and its objectives.

All SOLLA later life advisers specialise in the financial needs of older people. Professional qualifications, whilst essential, do not always give a full picture of an adviser's experience or expertise. Those advisers who have taken the further step to become independently accredited can offer the added reassurance that they can give the practical help and guidance needed to help you make the right decisions at the right time. All full members of the Society must achieve the Later Life Adviser Accreditation and adhere to a Code of Practice to ensure their clients know what to expect from their services.

SOLLA helps people and their families in finding trusted accredited financial advisers who understand financial ne…

The Dividend Allowance

Is this dividend allowance cut still going ahead? Although this dividend allowance cut was dropped from the Finance Bill 2017 as a result of the General Election, it will go ahead as planned from April 2018, as it was re-introduced into a second Finance Bill (published on 8th September). The Bill received Royal Assent on 16th November 2017.

What is the dividend allowance? The dividend allowance was only implemented in April 2016, as part of a radical shake-up in the way dividends are taxed. Prior to this date, under the tax credit system, dividends were paid to shareholders net, and multiplied by 10/9 to produce the gross dividend upon which dividend tax was levied.

Since the new rules came into play in April 2016, dividends are subject to new tax rates (basic – 7.5%, higher – 32.5% and additional – 38.1%). This has placed a significant additional tax burden on limited company owners. The one concession was the creation of a tax-free ‘dividend allowance’ applied to the first £5,000 o…

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