Individual Savings Accounts (ISAs) The 5th April is fast approaching, and it signals the end of the tax-year as well as the deadline for your tax-free Individual Savings Account (ISA) allowance. We are discussing ISAs in our ‘Let’s talk about:’ podcast next Friday (05/03/2021) at 11:30am with Mark Abley and Gary Stewart live on Youtube,…
The Value of Advice Putting a price on Financial Advice can be a tricky thing to do accurately and Advice Firms are not always good at articulating the value of their services. In this article I’m going to attempt to outline our take on the benefits of Financial Advice. There have been a number of…
6 reasons why you need to make a Will This only comes second to starting that diet as something we all say we will get around to next week. If you are procrastinating, you may have convinced yourself that you don’t actually need one. We are here to tell you otherwise and how, by not…
Coronavirus Christmas Update I hope that this update finds you well? What a year 2020 has been! We started out with great optimism. After a decisive election result in the UK in December 2019 most people (and it didn’t matter which side of the argument they were on) took a huge sigh of relief at…
Why do you need a will Making a will is important.. Erm yes? We all know that we should have one in place if we want to make sure our estate goes to our nearest and dearest… Right? So how come 30 million adults in England and Wales don’t have a will? That’s 54% of…
Coronavirus Update No 9 I hope that this update finds you well? But, oh what a miserable year 2020 has turned out to be! Coronavirus – still with us Brexit – not yet resolved US Presidential Election – (as I write), undecided In relation to all three of the above we hear so much noise,…
Will Inheritance Tax affect you? Our plan is to attempt to explain what Inheritance Tax (IHT) is and how to work out what you need to pay and when. We have prepared a very simplistic overview of what is essentially a complex area. So, what is it? IHT is essentially the tax on the estate of someone…
Coronavirus Update No 8 Hello Everyone I hope this update finds you well? Once again there is much nervousness in the air. The markets were well and truly rattled this week, rallied yesterday and appear uncertain today. Was it from an increase in Coronavirus cases and the new Coronavirus measures, Brexit, the Presidential election in…
On September 22nd our MD Mark appeared on the Leaders Council of Great Britain & Northern Ireland podcast, discussing the importance of leadership and the impact it has had on his career to date. You can listen to what he had to say here: If you do not have Spotify you can listen to the…
Market Review and Outlook In the first quarter the market fell sharply as economies round the world shrunk. China saw their GDP (a measure of the economic activity of a country) fall by almost 10%. That is like 1 in 10 of the whole workforce being unemployed in a quarter! Europe, the US, and the…