Resources 2018-02-23T19:59:00+00:00

News & views

1701, 2019

Rachel takes on the London Marathon.

By | January 17th, 2019|Categories: News|Tags: , , , |0 Comments

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 [...]

1401, 2019

Discretionary Fund Managers. What is the winning formula?

By | January 14th, 2019|Categories: News|Tags: , , , , , |0 Comments

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 [...]

1001, 2019

Asset Classes? Do I need to attend them?

By | January 10th, 2019|Categories: News|Tags: , , , , , |0 Comments

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 [...]

701, 2019

Equity Release. Why it’s not the last resort option.

By | January 7th, 2019|Categories: News|Tags: , , , , |0 Comments

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 [...]

301, 2019

Inheritance Tax: IHT planning is key.

By | January 3rd, 2019|Categories: News|Tags: , , , , , |0 Comments

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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