News & views
Rachel takes on the London Marathon.
On the 28th of April 2019, Rachel Efetha, our Chartered Financial Planner, will be running the Virgin Money London Marathon for Deafblind UK. Rachel Efetha, Chartered Financial Planner with Anstee & Co. said- “I started [...]
Discretionary Fund Managers. What is the winning formula?
City Wire UK, the publishers of the leading professional financial services magazine "New Model Adviser" recently invited Caroline Anstee, Managing Director of Anstee & Co., to express her views on Discretionary Fund Managers (DFM). The [...]
Asset Classes? Do I need to attend them?
When undertaking a financial planning review with our clients our financial planners often talk about differs asset classes. So what do they mean? Below is a brief overview of what these asset classes do. Some [...]
Equity Release. Why it’s not the last resort option.
Despite the popularity of equity release many people still feel that it is the option of last resort. Some will have look at equity release in the early days when the industry was not strictly [...]
Inheritance Tax: IHT planning is key.
Whether it’s called Estate Duty, Capital Transfer Tax or now Inheritance Tax (IHT) death duties have been around for centuries. The purpose of these taxes has always been the same. To raise revenue for the [...]
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