Welcome to new team member Barnes Gladman who has joined the company as Financial Designer Support. Barnes has been working in the financial services industry for some time and has joined us from Mattioli Woods, after previously working for Greyfriars Asset Management After leaving Guilsborough Academy in Northamptonshire he obtained a Business Studies degree from [...]
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 [...]
More exam success for Megan. Congratulations to Megan Leach for her continued success in passing more exams. This is on the back of recently passing Employee Rights and Regulation (ERR) module as part of the level 3 Business Administration qualification. Megan studies through a half-day release at "Starting Off" in Kettering, who help with Megan's [...]
Over the last few months, a number of mortgage lenders have announced interest-only mortgages designed for retired people. These interest-only mortgages will run until the death of the mortgage holder. Why is this happening? Traditional interest-only mortgages were popular in the Nineties and 2000s. Interest was coved monthly and additional funds were paid into a [...]
So what is Inheritance Tax and how does this affect you? Inheritance tax is a tax on your assets that belong to you when you die. Each person can pass on up to £325,000 (£650,000 for a couple) without their heirs having to pay any inheritance tax (IHT). Above this amount, the estate is taxed at [...]
If you have an estate that is worth more than £325, 000, Inheritance Tax (IHT) of 40% is paid on the excess. You can pass on your estate to a spouse or civil partner completely tax-free on death. If you leave it to your children or others, they will not benefit in the same way. [...]
If you are approaching retirement and are worried about how you will coupe to maintain your lifestyle then we may be able to help. It may be that you wish to make improvements to your home or wish to see more of the world now that you have more time in retirement. It might be [...]
Investing in a volatile market Recently the markets have been more volatile and this often causes concern to investors who do not fully understand this complex subject. Volatility can be triggered by many events and is a normal part of investing and generally should not be feared. However, market volatility is also a reminder that [...]
Chancellor Philip Hammond delivered his first Spring Statement on 13th March 2018. Below is a summary of the key points from his speech: Spring Statement 2018 Economy The UK economy has grown every year since 2010 and is now expected to grow at the faster rate of 1.5% this year, compared to the forecast [...]
This is the second year that the event has run. The event is focused towards women who are Heart-Centred, Purpose-Driven, Business & Professional Women who have a deep desire to unlock their true potential and achieve what really matters to them. The aim is to make 2018 their “Best Year” yet! This year’s guest speakers [...]
