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    News and events.

Origen News


Information contained within these communications was correct at the time of publishing. These news articles are for general information only and are not intended to be viewed as a personal recommendation. The value of investments and the income from it could go down as well as up. You may not get back what you invest. It is recommended that you seek competent professional advice, before taking any action. 

Surprise announcement from UK Prime Minister, Theresa May

We have just seen the surprise announcement from the Prime Minister, Theresa May, that there is to be a snap General Election on 8th June.

Getting NICs in a twist

In the March Budget, the Chancellor Phillip Hammond announced that the Class 4 National Insurance Contributions (NICs) for the self-employed would rise by 1% in 2018/19 and a further 1% in 2019/20. However the following week, he issued a letter to confirm that there would be no increase to Class4 NICs in this Parliament

How can ISAs help my retirement planning?

With ISA limits on the rise, you can save more and benefit from the generous tax treatment ? gains are free of Income Tax and Capital Gains Tax - and ISA income does not have to be declared on your tax return.

The 2017 Budget

Despite the Budget containing few new announcements, there were some changes coming in from 6th April 2017, which may impact your financial plans.

Sharing your wealth with who you want

You have a number of allowances available to you each tax year which can be utilised to reduce your tax bill. By using your portfolio tax efficiently you can pay less tax which means you keep more money for yourself.

Should I stay or should I go

Many people have pension fund benefits which are based on your salary and service, known as defined benefits, rather than on the contributions made and value of the fund.

Money to save? How can ISAs help you towards your financial goals?

You may have cash investments or OEIC or Unit Trust funds, but holding these investments in ISAs is beneficial as they have special tax exemptions.

How can retirement planning help your money go further?

If you are saving for retirement, making pension contributions offers attractive tax benefits as the contributions will receive tax relief.

Origen recognised again in the 'Top 25' Financial Planning Companies

We are proud to be listed in thewealthnet 'Top 25' Financial Planning Companies 2016. We were also included in the ?Top 25? list for 2015, so we are pleased to continue this success

Origen wins top award at MoneyAge

Origen won Financial Adviser of the Year (Medium to Large Firm) at the MoneyAge awards. Given to the Financial Adviser firm which has demonstrated a successful service offering, it shows a true understanding of the advice market and puts the client at the heart of everything it does.

The future for buy-to-let

Tax changes aimed at damping down the buy-to-let market come into effect on 6 April next year. Higher and additional rate mortgage interest relief will be phased out over three years and from 2020/21 interest relief will be limited to the basic rate of 20% for all rental property owners.

Origen survive Tough Mudder challenge

Origen sent a team of 5 brave soldiers to run/wall/climb and jump through 10 miles of mud, ice and electricity, overcoming obstacles built to test the team mental grit, camaraderie and physical fitness, all in the name of charity, to raise awareness and support Childlife.

Proud member of Kidsafe

Origen Financial Services, are proud to be involved with Kidsafe as a platinum supporter, helping them to achieve their aim of providing the required literature and educational games to every primary school across the country free of charge.

Securing your children/grandchildren's future (without ruining your own!)

The 'Bank of Mum and Dad' may sound like a joke, but these days many parents find their children turn to them for financial help well into adulthood.

Best Retirement Adviser - Money Marketing Awards 2016

Recognised once again in the Money Marketing awards 2016, as a finalist in the Best Retirement Adviser category

Base rate at record lows in the UK

The Bank of England has cut the Base Rate by 0.25% to a record low of 0.25%. The Monetary Policy Committee (MPC) voted unanimously to cut the interest rate whilst the committee said to expect a further rate cut to near zero by the end of the year.

ACQ5 UK Retirement planning advisory firm of the year

We are proud to be awarded the ACQ5 (Acquisition Finance Magazine) Global Awards 2016 'UK Retirement Planning Advisory Firm of the Year', for the third consecutive year.

Property Funds suspension due to Brexit

Alongside Sterling, Property Funds have felt the greatest impact from the EU Referendum.

Economic Update - July 2016

We ask Richard Wallis, our Head of Research & Investment, to reflect on the first half of 2016 - and to assess the investment outlook, particularly following Brexit.

Finest in Finance Award Winners 2016

We are proud to be awarded the UK's 'Finest in Finance' Award at Wealth & Finance's Finance Awards 2016. Being recognised by Wealth & Finance for our on going innovation and expertise within the financial services profession is a great honour for us.

Money Marketing award winners

In 2015 Origen were once again recognised in the Money Marketing awards, and were finalists in the following categories.

Our London office has moved

We are now in a great central location, five minute walk from Chancery Lane tube station. If you work in the city, or live nearby it's an ideal place to meet your consultant for meetings. Get in touch with us to discuss.

Origen recognised for their award winning Retirement advice

Origen have been awarded the ACQ5 (Acquisition Finance Magazine) Global Awards 2015 - UK Retirement Planning Advisory Firm of the Year award, for a second year running.