Boris to the rescue?

31st July 2019

With Boris Johnson now installed as the new Prime Minister in the UK, Julian Broom, our Chief Investment Officer, explores what may come next for markets. We had worried about which Boris Johnson would turn up as Prime Minister – on first blush he may end up being much... read more

Posted in: News

Talking investment with Octo

30th July 2019

The Fry Group is a unique business, and we are frequently asked to offer comment and opinion on a range of topics. Lee Robertson from Octo*, the community for UK financial services professionals, recently interviewed Jeremy Woodley, The Fry Group’s CEO about our long history and our approach to... read more

Posted in: Uncategorized

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

Our UK company 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

The role of trust in financial services

28th May 2019

Many of our clients choose to stay with us over the years – through lifetimes and sometimes even generations. David Pugh explores why we value trust as the cornerstone of all of our client relationships: Prompted by an article by Herman Brodie, a former algorithmic trader for an investment... read more

Posted in: Financial Planning, News