Key Investment Trends for 2019

27th March 2019

Understanding the global factors which impact world markets is invaluable when investment planning. Key investment trends were explored as part of our annual investment conference, held in January over five locations across the world, including sessions at the Royal Society in London and the Goodwood Hotel in West Sussex.... read more

Posted in: Financial Planning

The Cost of Residential Care

19th February 2019

The government has recently opted to leave charging thresholds for residential care as they are for the ninth consecutive year. Consequently, the lower and upper capital limits remain at £14,250 and £23,250 respectively. This means that whilst those with assets of less than £14,250 do not have to pay... read more

Posted in: Estate Planning

Drafting a Power of Attorney

5th February 2019

Giving someone the power to deal with your affairs can be a good idea, but if the document isn’t drafted carefully it can lead to expensive financial and administrative problems. A Lasting Power of Attorney (LPA) is the document which gives someone the authority to deal with your financial... read more

Posted in: Estate Planning

How to leave money to a charity

1st February 2019

Charities rely on legacies for much of their funding and many of us want to leave money to good causes that have helped us during our lifetimes. But which is the best way to leave money to your chosen charity? Many charities receive a high proportion of their income... read more

Posted in: Estate Planning

The UK – on its Way Out of Brexit?

16th January 2019

As expected, the House of Commons has voted against the government’s Brexit proposal. What was unexpected was the margin of defeat which has, in essence, forced the government to enter into cross-party discussions over what proposal Parliament should next vote on. In the meantime, the Labour party has proposed... read more

Posted in: News

Your 2019 Financial Planning Checklist

10th January 2019

A new year offers a useful opportunity to consider your finances, ensuring they are in good shape to see you through 2019 and beyond. To help here is my checklist if you are looking to make the most of your financial planning this year: 1) Don’t forget your HMRC... read more

Posted in: Financial Planning

Probate Fees to Return

18th December 2018

Probate fees are set to be re-introduced in April 2019 after they were first proposed in 2017. This will see a considerable increase in probate application fees for higher-value estates. The breakdown below summarises the new charges for probate applications: Many view this introduction as a ‘back-door’ tax, which... read more

Posted in: Estate Planning

Brexit – Anything is Possible

10th December 2018

The political cyclone of Brexit reaches another supposedly climactic point this Tuesday. At 7pm GMT, the House of Commons is due to vote on the EU Withdrawal Agreement, and Political Declaration agreed by the EU and UK Prime Minister May in November. The omens do not look good for her;... read more

Posted in: News