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Resource Library

We have provided a wealth of information and some interactive tools on this site to help both experienced investors and those new to investing to gain a strategic advantage in the capital markets. Feel free to use them as unlike many sites we have no password and no subscription fee.

Please click on the following item to open.

By clicking on some of the links below you will leave Lexington Wealth Management Ltd website and enter into a third party website.

Lexington Wealth Management are not responsible for the content of this third party website.

HMRC Pensioner tax relief leaflet

HMRC has produced a leaflet designed to address a possible lack of basic understanding among some new pensioners about how the tax system applies to their pension.

ISA allowance increasing to £10,200

New and existing clients can take advantage of this opportunity. Investors born on or before 5 April 1960 can subscribe the increased allowance from 6 October 2009; from 6 April 2010 the higher allowance will be available to all ISA investors aged 18 or over.  Contact the office with any questions 01793 771093  or email admin@lexingtonuk.com

 

The Carbon Trust offer Interest Free loans to give you the opportunity to both modernise your business and reduce overheads, with your loan repayments comfortably covered by your estimated energy savings.

New - Autumn 2008 newsletter

Market History - Bulls & Bears

Summer 2008 newsletter

2008/09 Tax Tables with post budget amendments

Dimensional Fund Advisors article in the Times

Spring 2008 newsletter

Winter 2007 newsletter

Dimensional Fund Advisors article in the Financial Times

(Link to FT site: Dimensional Fund Advisors featured in FT)

Capital Gains Tax and the Changes

Pensions Act 2007 and changes to the State Pension

 

 

 

 

 

 

 

 

 

 
 
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Registered Office: Orchard House, Bagbury Lane, Lydiard Millicent, SN5 4LX
Registered in England number: 05503144

Authorised and Regulated by the Financial Services Authority
The Financial Services Authority does not regulate Will Writing, Estate Planning, Trust advice, Taxation advice and some forms of Mortgages and ISA’s

To understand the features and risks of an Equity Release Mortgage, ask for a personalised illustration.
YOUR HOME MAY BE RESPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
There may be a fee for Mortgage advice.  The precise amount will depend upon your circumstances but we estimate that it will be £299.