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Autumn 2021 Newsletter

Our latest newsletter highlights the importance of understanding inheritance tax, demystifies ethical investing and celebrates a number of staff promotions with our team.

Putting Your Money Where Your Morals Are

We take a look at the options and also the misconceptions around ethical investing.

Inheritance Tax – Make Sure You Don’t Get Caught Out

Inheritance Tax (IHT), once only the bane of the wealthiest, is now a charge that affects a wide cross-section of society. In this article we try to shed light on some of the complex rules surrounding IHT.

Webinar Recording: Will I have enough money to retire?

In this webinar we will explain, using some some simple software, how easy planning for the future can be.

Pension Scams Becoming More Widespread

Do you think you would be able to spot the signs of a pension scam? Pension scams are on the rise but there are simple precautions you can take to keep safe.

Global Markets Performance Update – Quarter 2 2021

Overall, the last quarter was pleasing for investors and the economic picture remained rosy. Successful vaccination roll-outs in many…

GWA and Three Counties Ltd Update

In July 2019 Greaves West & Ayre purchased Three Counties Ltd, a financial services and investment management company based in Bournmoor County Durham. Two years and a global pandemic on, we thought it was time to check how things were going.

Webinar Recording: How to protect your investments for your family and those you love.

14 July 2021

Global Markets Performance Update – 2021 Quarter 1

During a year like no other, we are feeling quite buoyed by how we managed our operations during 2020….

Could a “Family Investment Company” be part of your family’s portfolio?

For a long time, Family Investment Companies have been the preserve of the very wealthy. But, even for those…

Year End Tax Planning Opportunities

Monday 5 April, which marks the end of the 2020/21 tax year, is fast approaching – and what a…

GWA Recognised in FTAdviser’ s Top 100 Financial Advisers List

We are delighted to announce that Greaves West & Ayre has been listed in the top 30 of Financial…