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Leeds

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Here’s our nearest office, or alternatively our advisers are happy to visit you at your home.

The Private Office

No 2 The Bourse

Leeds

LS1 5DE

0333 323 9065

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Latest news and insights

news
senior woman using laptop

Pensions Dashboard hit by digital delays

17th May 2024

Further delays in the Pensions Dashboards Programme mean a longer wait for people that want to see all their pensions in one place, and a bigger hole in the pocket of taxpayers.

insights
graph analysis in purple bricks

Diversify or die - the case for balanced investor portfolios

17th May 2024

In our Investment Market Update this month, we cover the following two themes: How April 2024 contrasted to Q1, leading to the benefits of diversification as well as the impact of the change in monetary policy expectations in April and how this drove returns.

insights
HMRC envelope, coins and calculator machine

Have you fallen victim to the 62% ‘tax trap’?

15th May 2024

Due to tax threshold changes the Government has made, such as the reduction in the additional rate tax threshold and the extended freeze on personal allowances, there is a '62% tax trap' for those earning between £100,000 and £125,140. Don't get caught out, click here to find out everything you need to know.

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21 May 2024

How to escape the tax raid on your wealth

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

Advice Champion Services Limited and Investment Champion Online Limited are Appointed Representatives of The Private Office Limited.

Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.