I would urge you now to start planning for your next tax return. Don't leave it to the last minute and avoid all that last-minute stress. Recent figures from Her Majesty's Revenue and Customs (HMRC) show that over 93% of people who were required to submit a self–assessment tax return did so by the closing [...]
By Rachel Efetha, Chartered Financial Planner with Anstee & Co. I’ve recently gone back to school, not to study, but to pass some of my knowledge on to Key Stage 4 pupils in my pro bono role as an Education Champion for the Personal Finance Society. What areas are covered in the Workshops? As an [...]
By Samantha Clarke, Chartered Paraplanner with Anstee & Co. So, what is an "Additional Permitted Subscription" and how does it relate to an Individual Savings Account (ISA)? In 2015, the Additional Permitted Subscription (APS) was introduced which allows a surviving spouse or civil partner to be granted a one-off additional ISA allowance, without this amount [...]
Congratulations to our Office Manager Jane Lumley-Walker. Last night Jane became Chairman of Wellingborough Tangent. The evening started with drinks in the grounds of Harrowden Hall, the home of Wellingborough Golf Club, followed by a formal dinner. Outgoing chairman Sarah Madge said a few words before passing over the chain office to Jane Jane Lumley [...]
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 article appeared in the magazine on the 3rd January 2019 as follows- Due diligence checks: How to make the DFM [...]
By Darren Amos, Independent Financial Adviser. On the 9th of July (which just happened to be my birthday) I jumped on a train south to London. On arrival, I headed straight to the Houses of Parliament in Westminster to attend a committee meeting arranged by the Equity Release Council. The meeting took place in Portcullis [...]
By Tracey Foster, Financial Planner Although we know every year the end of the tax year will fall on 5 April – there are some of us who will always leave potential ISA (Individual Savings Accounts) and Pension contributions to the last minute! In my last article, I talked about the Tapered Annual Allowance and [...]
It is a warm welcome to Monika Trow who has joined the team at Anstee & Co. Monica will be based at our Kettering office as part of the Investment and Pension team. Her role as a paraplanner will see her write and research technical reports supporting our team of independent financial advisers (IFA). Monika [...]
By Tracey Foster, Independent Financial Adviser. Following the launch of our Birmingham office in October 2017, we are looking forward to 2018 and are delighted to be part of the Colmore Business District. These are exciting times for us as a business and at a time in the financial services industry when sound advice has [...]
Recent figures show that nearly a quarter of a million people have moved their final-salary pension fund. The industry name for this type of fund is defined-benefits (DB). Many experts are warning that the trend is a time bomb because people risk poverty in later life. So far over £50 billion has been removed from financial [...]
