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

The cost of a funeral

3rd December 2018

The Competition and Markets Authority (CMA) has recently released a report detailing the inflation in price for funeral and crematoria services – an inflation that has been labelled ‘unjustified.’ Below is a summary of the key figures the CMA have identified, along with potential factors to look out for... read more

Posted in: Estate Planning

Brexit – The Certainty of Uncertainty

21st November 2018

Even by the standards of the extreme political melodrama that has consumed the UK in recent years, the events of past days, with regards the Brexit negotiations, have been quite extraordinary. In the last few days, the Cabinet has debated for five hours a 500 plus page draft European... read more

Posted in: Financial Planning, News

How to avoid a dispute over your Will

18th November 2018

As the number of disputed inheritances increase, it has never been more important to have a properly drafted Will in place. Recent reports are demonstrating that the amount of people writing an up to date Will is steadily increasing. In 2017, 39% of individuals in Great Britain had a... read more

Posted in: Estate Planning, Inheritance Tax

International Recognition for Jeremy and David

15th November 2018

International Adviser, a leading publication for the financial services sector, has announced its Top 100 list of Influential Advisers, and we are delighted to feature twice. Jeremy Woodley, our MD and Chairman, and David Pugh, our Sales and Marketing Director, are both noted in the list which recognises the... read more

Posted in: Financial Planning, News