Posts Tagged investments - Page 2

Partner Colin Frame shares some thoughts on Farm Succession Planning. In simple terms when we talk about farm succession we…

Despite the rapid spread of the new Omicron variant, the final quarter of 2021 was a positive one for those investors with well-diversified portfolios.

In our latest newsletter we continue our focus on inheritance tax, identify how to make the most of year end tax planning opportunities, what to consider when selling a second property, celebrate the recognition of a Partner and welcome new talent to our fabulous GWA family.

Despite a fairly strong start, the third quarter of 2021 has been a bit more challenging for investors, particularly during the last month.

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

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

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

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.

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

This newsletter reminds us that the next phase of MTD is not far away, how you can be prepared for a HMRC investigation and a conversation with Three Counties directors two years after joining the GWA family.

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.

14 July 2021