Archive: June 2019

A week in Kenya with The BIG Foundation

28th June 2019

Five staff from The Fry Group recently travelled to Kenya to join a team of volunteers to help build a new nursery for 70 pupils. The school is in a remote, semi-arid area of the region where over 65% of people live in poverty, and the new building will... read more

Posted in: News

Tailor made travel

27th June 2019

Many of us enjoy international travel – for business and leisure. We’ve teamed up with Lightfoot Travel, a specialist company offering a tailored approach to holiday planning for discerning and well-informed travellers. About Lightfoot Lightfoot Travel is a bespoke tour operator, specialising in tailor-made family holidays, short breaks, honeymoons... read more

Posted in: News

Dealing with disagreements between executors

21st June 2019

The administration of the estate of a loved one can be a difficult job. There are lots of decisions needed at what is always an overwhelming time. Consequently it is not uncommon for executors to sometimes clash or even fall out. Circumstances can arise which can leave some feeling... read more

Posted in: Estate Planning

Will planning – the use of Life Interest

18th June 2019

When making a Will, it is common to plan to leave property or assets – in their entirety – to your beneficiaries. However, it may be more prudent in certain circumstances to leave your spouse or partner a life interest in your assets rather than giving them outright ownership.... read more

Posted in: Estate Planning

Reducing Capital Gains Tax

14th June 2019

If you are planning to sell a property in the UK which you currently let and which has previously been your main residence, an important tax deadline is on the horizon. Ensuring the sale exchanges on or before 5 April 2020 could allow you to maximise any Capital Gains... read more

Posted in: Capital Gains Tax, Tax

Gold Standard Award for Pension Transfers

10th June 2019

The Fry Group* has been awarded the CII Gold Standard for pension transfer advice. This voluntary code was introduced last month by the Pensions Advice Taskforce, a representative industry body set up by the Personal Finance Society who work to promote ethical behaviour, high standards of professionalism for technical... read more

Posted in: Financial Planning, Pensions

Brexit – Maybe It Can Only Get Better

3rd June 2019

With every milestone, the UK’s position on Brexit becomes no clearer. Julian Broom, Chief Investment Officer, explores the impact of the recent developments in UK politics: The EU elections have heaped more pressure on the established UK political parties to find a way forward on Brexit. The Labour party... read more

Posted in: Uncategorized