Would you like a Dementia Friends Information Session?

By Rachel Efetha, Chartered Financial Planner. Yesterday morning I was pleased to present a Dementia Friends Information Session to the BRI Networking Breakfast in Northampton. The Information Session helps to explain what dementia is and encourages the audience to take action after participating, from something as simple as wearing their Forget-Me-Not Dementia Friend badge to [...]

2019-05-10T16:25:18+00:00 April 8th, 2019|Community, News|

Equity release could change your life for the better

What is equity release? Equity release is designed for homeowners aged 55 and over to release money from the property they live in without having to make any regular repayments. There are two types of equity release- Lifetime Mortgages and Home Reversion plans. Both are regulated by the Financial Conduct Authority. Using any of these [...]

2019-04-24T12:00:23+00:00 March 7th, 2019|News|

Personal Finance Society Annual Symposium

By Rachel Efetha, Chartered Financial Planner. At the end of November, four members of the team attended the National Financial Planning Symposium in North Greenwich. Symposium /sɪmˈpəʊzɪəm/ Noun A conference or meeting to discuss a particular subject A drinking party or convivial discussion, especially as held in ancient Greece after a banquet (and notable as [...]

2018-12-18T10:14:06+00:00 December 3rd, 2018|News|

Venture Capital Trust Schemes. What are they?

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. So how can they save you from paying too much tax? Venture Capital Trusts. First of all, VCTs are companies that are listed on [...]

2018-11-06T09:41:11+00:00 November 8th, 2018|News|

Darren Amos to comment on the BBC about the budget.

Listen out for our colleague Darren Amos who will be on radio BBC Northampton. He will be appearing on the Stuart Linnell show just after 5.00 pm commenting on today’s Budget. Darron Amos, Independent Financial planner with Anstee & Co. based in Kettering.

2018-11-06T09:53:37+00:00 October 29th, 2018|News|

Show business calls again for Sam Williams.

Sam Williams, trainee paraplanner, is part of the band playing in the “West Side Story” production at Northampton’s Royal and Derngate Theater. The production by Northampton Musical Theatre Company is Sam’s third taste of show business after working on previous productions of “Grease” and “The Wizard of Oz” both at the Derngate. West Side Story [...]

2018-10-15T15:22:05+00:00 October 18th, 2018|News|

Don’t put off making a will. Protect your loved ones.

Recent figures show that almost two-thirds of the United Kingdom population have not made a will. A will is a legal document that sets out your wishes regarding the distribution of your estate and the care of any children. It is the only way to ensure that your wishes are carried out after your death. [...]

2018-08-06T09:26:17+00:00 July 30th, 2018|News|

Do you want to be a “Silver Striver”? The dos and don’ts.

What is a silver striver I hear you ask? Is it a new superhero from Marvels Infinity Wars film? Well no, a silver striver is the new term being used by marketing types for people who are working past their retirement date. If this is something that you are considering out of choice or necessity [...]

2018-05-29T14:06:34+00:00 May 28th, 2018|News|

How to “legitimately” save paying Inheritance Tax

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. [...]

2018-06-06T17:14:09+00:00 May 14th, 2018|News|