We are delighted to announce that our Tel has just passed the Taxation Examination Paper from the LIBF (London Institute of Banking and Finance). This is a very tough exam that tests the candidates knowledge of Income Tax, Capital Gains, Corporation Tax, Inheritance Tax and the taxation of Investments. We all had fun in the
The media headlines currently seem to fluctuate between the threat of nuclear war and why Rachel is coming for your Pension. I can’t really offer much advice on preparing for war with Russia – but we do have some thoughts when it comes to your Pension if you’ve still got one. So, let’s unpack the
With Ms. Reeves on the ‘Tax Warpath’ we have been dealing with a lot more enquiries lately around Inheritance Tax (IHT). It is important to understand the allowances that your estate will be able to claim to avoid panic. We have lost count of the number of clients who were thinking they needed to almost
Huge congratulations to our Teleri who has just passed the Financial Services and Ethics Paper from the LIBF (London Institute of Banking and Finance). This was not an easy exam and Tel spent the past six months intensely studying FCA regulations, policies and reasoning. Her knowlege was tested in areas such as Fiscal and Monetary
Every year, we ask all of our clients to ‘score’ their experiences. We want to know how they find our response times, financial planning, annual reviews, team members and overall journey. We take this survey to heart because – for us – it’s personal. This year, we sent out survey links using ‘Smart Survey’. These
Lazard Global Infrastructure I thought it would be interesting to look closely at one of our funds in some of our mainstream portfolios this is ‘The Lazard Global Infrastructure Fund’. We have held this fund within our Level Three, Four and Five Portfolios since the end of last year. Background to this fund: Lazard’s Global
