Rotherham Hospice fundraiser Sharon Thompson was a welcome visitor to Lifetime on Thursday afternoon.
Sharon popped along to our Barnsley headquarters to receive a cheque, for £400, generated from the highly successful Lifetime hospice referral scheme (http://lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/).
The cheque was presented to Sharon by our new trainee financial planners James and Charlie.
Through the referral scheme, Lifetime has now raised over £27,000 for 20 different hospices up and down the country.
The countdown to the 2017 Lifetime-sponsored Barnsley Hospice Golf Day is now well and truly on.
The teams are gearing up to take part in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, May 19 (12 noon start).
As well as being the main sponsors of the event – for the fifth successive year – Lifetime has also put forward a team, which will be led by managing director Ian Dickinson.
Lifetime trainee financial planner Luke Worthy is one happy young man!
Luke (pictured below) has been studying furiously in the last few months – and that hard work paid off with a notable exam success.
Luke passed his RO2 (Investment, Principles and Risk) exam on Thursday.
Well done sir!
Thursday, May 4th 2017. A big day in the lives of two Lifetimers. A major milestone!
For today is the birthday of both director Rupert Smith and our MD Ian Dickinson (both pictured below).
But it is not just ‘any old birthday’. It is number 50 for both lovely men!
Many happy returns you two!
Lifetime were delighted participants at the first Enterprise in Dodworth event at Horizon College on Wednesday evening.
Communications Director William Bottomley and Social Media Manager Andrew Lodge joined a number of other Dodworth-based businesses, local community groups, students and residents, to celebrate everything good about the village.
Lifetime is celebrating major milestones in a journey that continues to go from strength to strength.
The buoyant business, which has its headquarters in Dodworth, Barnsley but also has an office in Driffield, East Yorkshire, has reached a notable figure in clients’ funds under management.
Not only that, but Lifetime has now taken 3,000 households through the company’s Truth financial planning process.
To mark this tremendous achievement, the directors decided to award staff with a choice of either champagne or a commemorative pen.
Most of them went for the champers!
The signs are certainly looking good for Lifetime in east Yorkshire!
Driffield to be precise. At our latest new offices.
While we continue to have our headquarters in Barnsley, South Yorkshire, we have also now firmly established ourselves in Driffield, alongside accountants Jackson Robson.
And as the following pictures show, we have put the ‘Lifetime’ touches to our ‘second home’.
Our financial planners Robert Bligh and Kris Booth (pictured below) are based in the Driffield office, and can be contacted by telephoning 01377 593110.
Lifetime. Here to help people live the life they want to live, through our financial planning process.
Lifetime trainee financial planner Luke Worthy has done a brief summary of the relevant changes to personal finance deriving from the spring budget that was announced this week.
Luke (pictured below) says: “It could be helpful for those looking for a quick run-down of the main changes affecting their personal finances.”
Spring Budget 2017 – The Relevant Changes (Personal Finance)
Savings and Investment
- Tax-free allowance on share dividends will reduce from £5,000 to £2,000
- ISA limits increasing to £20,000 from 6 April 2017
- Dividend income paid on shares held in a stocks and shares ISA will remain tax free
- Lifetime ISA: Available from 6 April 2017 and allows those under 40 to save up to £4,000 each year and receive a bonus of up to £1,000 a year on these contributions. These proceeds can be withdrawn tax-free when they turn 60 (or to put towards a first home)
- There could be a tax charge of up to 25% imposed on pension transfers to some overseas schemes
- These changes aim to tackle abuse of overseas pension schemes – particularly those outside of the EEA
- Review of state pension ages in May 2017
- MPAA (Money purchase annual allowance) will reduce from £10,000 to £4,000 from 6 April 2017
- No changes to NI paid by the employed / income tax / VAT
- Personal tax-free allowance to rise as planned to £11,500 this year and to £12,500 by 2020
- Class 4 NI contributions for the self-employed will increase from 9% to 10% in April 2018
- These increases will apply to earnings between £8,060 and £43,000 and have an average cost of 60p a week to those affected. Class 4 earnings above £43,000 will continue to be taxed at 2% while those below £8,060 will have no tax to pay
- Class 2 NI (a separate rate paid by self-employed workers making over £5,965 profit per year) will be scrapped in April 2018
- Self-employed will pay an average of £240 a year more – but those earning £16,250 or less will pay less
NOTE: On Wednesday, March 15 2017 the Chancellor of the Exchequer Philip Hammond made a remarkable u-turn on the Class 4 NIC measures. He told Parliament: “In light of what has emerged as a clear view among colleagues and a significant section of the public, I have decided not to proceed with the Class 4 NIC measures set out in the Budget. There will be no increases in NICs rates in this Parliament.”
Our good friends from Barnsley Hospice were welcome visitors to Lifetime on Thursday.
Events Fundraiser Mandie Ibbotson had kindly popped in to drop off a charity Easter Bouquet (pictured below) – which one member of the Lifetime staff will hope to win while raising plenty of money for the hospice in the process.
And before she went away, Mandie was presented with yet another cheque (this time for £116.96) generated by Lifetime’s highly successful referral scheme (http://lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/)
Lifetime has now given £25,000 to 20 different hospices up and down the country.
- For all introduced clients to Lifetime, we donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice.