Sacre Associates has refreshed and improved our website. The new site describes and explains the wide range of services we offer.

The Private Client Service is central to the way we work and the new site provides an introduction to this.

The Investment Process page outlines our approach to constructing and monitoring successful investment strategies for our clients.

For clients who have access to the Sacre Associates Private Client Service Platform to manage their investments, there is now a link straight through to your secure personal account on the website home page.

If you are new to Sacre Associates, we hope that the site will encourage you to contact us and to experience the high quality, friendly and professional service we offer.

For current clients, we plan to use the site to help provide you with information and news which is relevant and useful.

Budget -  March 23rd 2011

The recent budget confirmed a number of new measures which will have an impact on personal Financial Planning. Key areas were:

• Confirmation of the increase in ISA maximum levels to £10,680 from 6th April.
• Changes in the operation of Income Drawdown as an alternative to annuity purchase at retirement.
• New opportunities for using Pension contributions to save tax.
• A new “Personal Allowance” trap for earnings above £100,000 pa. Pension contributions may be used to reduce or eliminate this additional tax burden.
• Improved terms for EIS schemes to offer tax efficient investment.
• Increase in the annual Capital Gains Tax (CGT) allowance to £10,600, giving opportunities to generate tax free returns. 

Please contact Sacre Associates for more information.