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 [...]
Should they be included in your retirement portfolio? As retirement planning becomes increasingly more complicated, holding Venture Capital Trusts (VCT's) or Enterprise Investment Schemes (EIS's) in your portfolio may prove beneficial. Venture Capital Trusts. VCTs are companies that are listed on the London Stock Exchange. They are run by a fund manager and aim to [...]
Welcome to Tracy Walsh who has joined the support team at our Kettering office. Tracy will form part of the expanding Pensions and Investment team. Her role will be to provide administrative support to our independent financial advisers. Also, she will liaise with our providers and clients. Tracy has over ten years’ experience in various [...]
It's a warm welcome to Tracey Foster who is heading up our new office at 2,Snow Hill, Birmingham. Caroline Anstee, Managing Director of Anstee & Co. said: “Historically, as a company we have always had a strong working relationship with a number of professional introducers in the Birmingham area. We have been looking to open a [...]
Our third annual charity golf day was hosted by Wellingborough Golf Club. The event was again well supported and built on the success of the previous years. Although the course was undergoing some major bunker, the temporary greens added to this already challenging course. Despite the rain and high winds during the night the grounds staff worked [...]
With life expectancy rising, planning for your retirement with pension savings has never been more important. Many people focus on what pension income they will need in retirement. Figures from the Office of National Statistics (ONS) forecasts that if you are presently under the age of 35 you stand a good chance of living to 100. [...]
