The Value of Advice

The Value of Advice

Research has shown that professional financial advice can make a real difference to your money. Those who use an adviser see their money grow faster than those who don’t, even when you consider the cost of advice. Seeking financial advice and putting into...
Expected Increase to Probate

Expected Increase to Probate

The Government is planning substantial changes to the level of probate fees. The changes were announced in November 2018 and were expected to come in to force in May 2019. Final approval has been delayed due to parliamentary Brexit negotiations; however, they are...
Should I Consider a Lasting Power of Attorney?

Should I Consider a Lasting Power of Attorney?

It’s not easy to think about a time when you may not be able to make your own decisions, but it can help to be prepared. With Dementia Action week from 20th to 26th May we thought it would be a good time to look at lasting powers of attorney (LPA) for personal...
Tax Planning for Individuals

Tax Planning for Individuals

The tax year end is almost upon us, so now’s the ideal time to ask yourself whether you’re making full use of your tax allowances! No one likes to pay more tax than they have to and with our expertise and careful planning, we can help you to save tax by making optimum...
Employer Pension Contributions

Employer Pension Contributions

Why businesses should consider pension contributions as a tax efficient option No one likes to pay more tax than they have to and with our expertise and careful tax planning, we can ensure that our clients fully utilise and maximise the tax reliefs, allowances and...
Live In Care

Live In Care

There are a number of different options available when someone requires care.  We’d like to thank Gary Derbyshire, Regional Partner at Promedica24 – Lancashire & North Yorkshire, for explaining more about live in care. What is Live-In Care? Live-in care is...
Socially Responsible Investment

Socially Responsible Investment

What is Socially Responsible Investment? Socially Responsible Investing (SRI), also known as sustainable, green, or ethical investing, is any investment strategy which seeks to consider both financial return and social/environmental good to bring about positive...
Thank you for your support in 2018!

Thank you for your support in 2018!

As 2018 is drawing to a close, we would like to take this opportunity to thank all of our clients and professional connections for their support this year. It’s certainly been an interesting year in the markets amidst political uncertainty, Brexit, Trump and trade...