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Winter 2020/21 Newsletter

In our final newsletter of 2020 we celebrate being recognised in the top 30 Financial Advisers, announce the retirement of Andrew Ayre along with the promotion of two new partners, along with the latest finance, tax and business updates.

Global Markets Performance Update – Quarter 4 2020

Overview Global equity markets continued to rally Value stocks had their best quarter since 2009 The impact…

Covid-19 and paying your Self Assessment Tax bill

With the 31 January payment date just around the corner for self assessment tax payments, we would like to…

What the Pension Freedoms Mean for You

The Government has confirmed that in 2028 it will increase the age at which people can access their pensions…

Global Markets Performance Update – Quarter 3 2020

Overview Global equities rallied over the quarter, led by strong returns from the US and emerging Asia….

Who Will You Trust with your Wills and Trusts?

Wills and Executors Towards the end of last year, the Financial Times reported that Lloyds Bank had discovered approximately 9,000…

Global Stock Markets – What’s Happening?

It was not that long ago when Brexit and the uncertainty associated with our departure from the European Union…

Company Cars – is now the Time to Switch to Electric?

Changes in tax legislation later this year mean that battery…

The £40,000 Value of Financial Advice

Financial advice is often considered to be a luxury, taken up by those with sizeable wealth. However, research suggests…

Take Away the Stress of Probate

When we lose someone close it is always a difficult and stressful time. To then take on the responsibility to sort out your loved one’s finances makes it more so. So what does Probate involve?

Shared Parental Leave – a Personal Experience

When couples have a child, many are unaware that equal time off is a legal right. Michael Beveridge and…

Salary Sacrifice and Childcare Vouchers

Giving up part of your monthly pay might sound a little odd, but it can make financial sense. And…