Atticus joined JM Finn in 2017 as a Wealth Management Assistant. He previously graduated from Swansea University with a First Class Honours in Economics and after experience in various graduate roles was able to attain his Diploma in Regulated Financial Planning through the Chartered Insurance Institute (CII). He now works closely with Simon Wong and Anna Murdock in supporting the Wealth Planning offering and hopes to gain Chartered and Fellowship status in the near future. In his spare time Atticus is occupied by a variety of sports including bouldering, squash and aussie rules as well as persistent car trouble due to his passion for classic cars.
Pension rules are increasingly complex, with the cost of getting it wrong often punishing. Atticus Kidd explains the rules around the annual allowance and highlights the risks of inaction.
Capital Gains Tax (CGT) is a wide ranging and complex tax that in broad terms is levied on the increased value of certain possessions over the time that they have been held by their owner and is…