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Financial News & Advice

1401, 2021

What is a Lifetime ISA and do I need one?

By |January 14th, 2021|Categories: News|Tags: , , , , , |0 Comments

So, what is a Lifetime ISA? ISA stands for Individual Saving Account. There are several different types of ISA's, but a Lifetime ISA also known as a LISA has two main aims. Helping people save [...]

2212, 2020

Pensions: Husband and Wife Owner Managed Businesses

By |December 22nd, 2020|Categories: News|Tags: , , , , , |0 Comments

By Rachel Efetha, Chartered Financial Planner with Anstee & Co. A while ago, I visited two sets of completely unrelated new clients who are both in a very similar position. Both the husbands are tradesmen [...]

2112, 2020

Wishing you a Merry Christmas and a prosperous New Year.

By |December 21st, 2020|Categories: News|Tags: , , , , , |0 Comments

Wishing you a Merry Christmas and a prosperous New Year. Christmas and New Year office opening times. Below are this years Christmas and New Years opening times.   December 2020. Thursday 24th: 9.00 am to [...]

1712, 2020

Retirement. Are you ready for it? We can help.

By |December 17th, 2020|Categories: News|Tags: , , , , , |0 Comments

First of all, putting a retirement plan in place is key. The saying, “We don’t plan to fail, but we fail to plan”, has never been truer. If you are in your late fifties/early sixties [...]

1512, 2020

Things to do in your “New Build” house in the first year.

By |December 15th, 2020|Categories: News|Tags: , , , , |0 Comments

Congratulations, you have moved into your shiny new build home! Moving to a new house is often a stressful but an exciting time and moving into a new build is no exception. However, the real [...]

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