Spring Statement 2019 – What you need to know

Under the shadow of Brexit, Phillip Hammond revealed his Spring Statement this week. Whilst the general consensus was that it was a fairly mild one, intended to do as little as possible to shake things up before we exit the … Read More

Take advantage of the 2018/19 tax year before it’s too late!

With just a few weeks left until the new tax year begins, it’s the perfect time to make sure you have fully utilised your 2018/19 allowances before you lose out. Here are just some of the areas you should review … Read More

2019 and your finances – what to look out for

The uncertainty over Brexit may be dominating the financial landscape, but we can expect more predictable changes to your finances in 2019. Here are some of the key updates to look out for in the next 12 months. Premium bonds: … Read More

Calculis makes FTAdviser Top 100 Financial Advisers list for 2018

We are thrilled that Calculis has made it to number 79 in the latest FTAdviser’s Top 100 Financial Advisers list, which showcases some of the best financial advisory businesses working in the UK. For the past five years, the list … Read More

State Pension age rises to 65 for women

Women in the UK will now qualify for the State Pension at the same age as men – currently 65. The age increase has been on the cards since 1995 when John Major’s Conservative government decided to equalise it for … Read More

Calculis to take part in Cash for Kids Mission Christmas 2018

Calculis are delighted to announce that our Romsey office will be an official drop off point for the Cash for Kids Mission Christmas 2018 charity campaign. The campaign, which launches on Monday 12th November, encourages members of the public to … Read More

Key points from the 2018 Budget

During his final Budget before the UK leaves the EU, Philip Hammond declared the era of austerity is “finally coming to an end”, with the biggest giveaway Budget since 2010. But what do the latest announcements mean for you? Here … Read More

Calculis Operations Manager to swim the distance of the English Channel for charity

We are proud to announce that Yvonne Bartlett, our operations manager, will be taking on this year’s Apsire Swim Challenge to help raise money for those affected by Spinal Cord Injury. The challenge: Yvonne will be swimming 22 miles, the … Read More


We are delighted to welcome Mark Curtis (DipFA) as our new Financial Planner. Mark has a particular interest in pensions and investments and will be working closely with clients in Bristol and the South Coast. With a career spanning over … Read More

Pension savings – How will you spend yours?

Three years on from the pension reforms, figures released from HMRC have revealed that £17.5bn has been withdrawn. But how are people spending their pension savings? Research by AJ Bell has recently revealed the following: • £2.3bn has been spent … Read More