Thomas and Thomas make the final cut for this years ‘Schroders 2017 Platform Awards’ – Leading UK Adviser Practice: We are delighted to share wonderful news with all of our clients. In May, we entered the prestigious Platform Awards under the leading adviser (small practice) category. Some of you may recall that we made these
Last year, the Chancellor radically overhauled the tax reporting system for investments such as equities and fixed interest securities. This could have an effect on people holding equity or bond funds held in a collective investment account. For many years, the position was fairly simple. Basic rate tax was taken at source from both dividends
I think that the idea of a ‘hung parliament’ was a distant and unlikely nightmare for many of us just two weeks ago. Much has changed in the political landscape of our country since then, with some clear messages of discontent around austerity, immigration and security coming to light. The result appears to be a
The results of our 2017 Client Service Questionnaire When Lisa and I first set up Thomas and Thomas in November 2006, we wanted to deliver the best financial planning service in the country. This was an ambitious goal, as delivering financial advice is fraught with risk. The complex nature of our profession and the fact
Fund in the spotlight by Katy Owen At Thomas and Thomas we thrive on the task of finding funds for our portfolios which offer the best opportunity for growth with an appropriate level of risk. To achieve this, we work on a strategy known as a ‘top-down’ approach. This means that we firstly consider the correct
Our thomas and thomas ‘Pro-Ethical’ service got off to a flying start for our clients this month as we reviewed the first full quarter of performance. Along with a full update on the underlying funds and our market commentary, we also included a short ethical ‘good news’ story. This is something we intend maintaining where
