Britain was once affectionately described as a ‘nation of shopkeepers’. Our economy has long been propelled forward by the small entrepreneurs who choose to ‘go it alone’ selling their services and goods to larger businesses and the public and paying their taxes on the profits. Many Chancellors of both political persuasions have historically recognised this
Katy Owen explains new ISA limits Did you know…… The ISA allowance for 2017/18 will be £20,000. For those of you who are not aware, the Individual Savings Account (ISA) allowance is the annual limit set by the Government to specify how much money can be saved or invested into a cash and/or stocks and
Yesterday I travelled back up to London to attend the 2017 Professional Adviser Awards. Beneath a carpet of helium balloons sat hundreds of fund managers and financial planning firm directors as they nervously awaited the outcome of the awards. This was our first time of entering these particular awards which included a fairly thorough filtering
We are very excited to announce that (after months of hard work) we have now launched our new ‘Pro-Ethical’ service for all of our clients. Historically we have offered our clients either a ‘Proactive’ service with comprehensive quarterly reviews and a raft of other services for 1% per year of the portfolio value, or a
Good news for home owners 2016 was certainly a year to remember. As we look ahead in to 2017, we wanted to give you an update on an interesting inheritance tax change that will positively affect many of our clients. Currently we each have a £325,000 ‘nil rate band’ during our lifetime. This is the
Wednesday, 23rd November 2016 The good news keeps coming at the moment for our small firm. Having made it to February’s finals for the ‘Professional Adviser 2017’ awards, we have now also just been informed by Citywire that we have made it into the New Model Adviser Top 100 2016. This award sifts through the
