Financial Category

We have moved address!

Box Financial Planning has moved offices, although not very far, as we are still in Theale!

Our new address is : -

New Tax Year

We have now entered the 2014-2015 Tax Year!

As with anything, the new Allowances should be reviewed and utilised to the maximum. So, should you require a review, please contact us.


Well todays budget has brought forth several expected changes - and a couple of unexpected changes!

Death and Intestacy

As part of providing our clients with a regular financial bulletin, we intend to publish here a summary of some of those bulletins – and should you like what you read – please contact us for a full copy of that bulletin!

Our first bulletin is on the slightly morbid subject of Death and Intestacy!


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