Updates

Keeping you in the loop

This is the place to keep up to date with what’s happening in the world of financial planning. It’s full of interesting and inspirational articles, news about our team and stories of how we’re making a difference for our clients.

Grab a cup of tea, sit back and enjoy.

Key steps to minimise your Inheritance Tax bill

by Jo Lambert • Tuesday, 16th August 2022 • Blog posts
Official figures published by HMRC showed that in 2021/22, Inheritance Tax (IHT) receipts stood at £6.1 million. This means that receipts have nearly doubled in the last ten years (from just under £3 million in the 2011/12 tax year). More and more people will need to consider how IHT could… Read More

Trust Registration Service: What steps do you need to take?

by Jo Lambert • Monday, 18th July 2022 • Trusts
The requirement for certain trusts with a UK tax liability to register on the Trust Registration Service (TRS) was originally introduced in June 2017.  However, the extension of the TRS now means that, subject to limited exceptions, all existing UK trusts and some non-UK trusts, will also be required to… Read More

Setting goals brings financial planning to life

by Jo Lambert • Monday, 18th July 2022 • Goals
Many financial advice firms will take a product-driven approach, focusing purely on financial strategies and investment plans. However, with this approach you run the risk of simply ending up with a series of products and no clear direction.  In the words of Lawrence J. Peter, “if you don’t know where… Read More

Client Satisfaction Survey – The Results!

by Jo Lambert • Monday, 27th June 2022 • Client Survey
We are excited to share with you today the results from our annual client satisfaction survey.  Thank you to all our clients who participated in the survey last month and to all of you who continue to provide us with feedback throughout the year personally or through vouchedfor. We… Read More

Riding out the investment storm

by Jo Lambert • Monday, 27th June 2022 • Blog posts
Many of you will have noted with some concern recent political events and since seen this impact on the value of your portfolios. There’s lots to contend with – the war in Ukraine, the continuing impact of COVID, and of course, maybe the most talked about, the issue of soaring… Read More

Nicola in the press

by Jo Lambert • Thursday, 21st April 2022 • Press
If you’re a reader of The Times, you may have seen a familiar face pop up once or twice recently. Nicola was included in VouchedFor’s Top Rated Financial Adviser Guide in The Times, and again in an article about why women might seek out a female adviser in The… Read More
Loading...