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Three years on from the pension reforms, figures released from HMRC have revealed that £17.5bn has been withdrawn.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

Proud sponsor of the Romsey Festival of Youth Music

We are delighted to be the principal sponsor of the Romsey Festival of Youth Music this summer. The festival showcases talented young musicians from across the region and will run from June 22nd – July 6th. It will include around … Read More

Three years on since the pension reforms – have you taken advantage?

Since April 2015, individuals aged 55 and over have been given unfettered access to their pension savings. Three years on from the pension reforms, figures released from HMRC have revealed that £17.5bn has been flexibly withdrawn. Half a million flexible … Read More

2018/19 tax changes – what you need to know

It’s that time of year again. April marks the start of the new tax year, which means a number of changes that will impact your finances. Here’s what you need to know: Income tax The point at which workers start … Read More

Lifetime Inheritance Tax (IHT) planning – normal expenditure out of income

Did you know that if you have substantial income, whether from earnings, savings, investments or pensions, you can make significant reductions to your potential inheritance tax (IHT) liability by making gifts from what is known as ‘normal expenditure out of … Read More

Keeping track of your past pensions

The traditional ‘job for life’ is a thing of the past, as the average Brit now works for at least 11 different companies. This makes keeping track of your past pensions a little challenging. As a result, there is more … Read More

What does 2018 have in store for your finances?

The new year brings a number of financial changes that could impact your finances, so here’s what you should be looking out for in 2018: State Pension: The State Pension will rise by 3% from April thanks to the triple … Read More

Key points from the 2017 Autumn Budget

Philip Hammond delivered his Autumn Budget yesterday. Those hoping for sweeping giveaways might be a little disappointed, but there is some good news at least for first-time buyers. Here we take a look at some of the Chancellor’s key points that could … Read More