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GWA welcomes a new associate

GWA welcomes a new associate

Global Market Commentary – July 2023

2023 is doing its best to go down in history as one of the strongest years on record for stock market returns. If global stock markets were to continue at their current pace, they would produce the best annual return of the past 15 years.

HMRC Increase Interest Rates

HMRC late payment bills will be charged at 7.5% interest, this will come into effect from 11 July, this is the highest rate we have seen since 2001.

Global Market Commentary June 2023

The first half of 2023 has flown past with a number of stock markets recovering strongly following a poor 2022.

Protect yourself from online scams

Online scams are on the rise. Find out some simple tips to keep you and your business safe.

The MGTS Qualis Funds Launch

GWAAM have launched the MGTS Qualis investment fund range, to improve the investment process for all GWA wealth management clients.

If you couldn't attend our recent launch events, you can watch our launch video.

Accounts Filing Deadline

In recent years a company was able to apply for a three-month extension to their accounts filing deadline under provisions brought in by the Covid-19 restrictions, where it was felt a deadline would not be met.

DEFRA launch Rural England Prosperity Fund

A scheme to boost the rural economy in England provides grants for businesses and community projects.

Spring/Summer 2023 Newsletter

Our latest newsletter offers tax efficient options on gifting to children, an update on changes to pension legislation and how crypto assets are taxed. We've also got exciting news about a new investment solution, along with a sad farewell after 40 years.

Trish Melia Retires

We wish Trish Melia all the best in her retirement. Having joined GWA in 1973, Trish will be starting her well-deserved retirement in June, 50 years on from when she left school to start her first job.

Can your pension benefit from the Lifetime Allowance changes

Changes to pension tax legislation announced in the Budget were extensive. Could it be that anything which encourages saving towards retirement should be welcomed?

Gifting Assets to your Children in a Tax Efficient Way

As we continue to battle the cost-of-living crisis, more than ever, parents and grandparents are considering gifting money or assets to help their children take their first steps to a financially independent future.