New team member…

We are delighted to welcome Chris Porter as the latest member of our growing Client Manager team.  Chris is coming on board as a Trainee Client Manager, to help deal with our ever-increasing workload Chris has significant financial services experience, having previously worked in Banking and Finance, speciallsing in pension administration for the last 9

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Probate is getting easier…

Each year around 25,000 estates in the UK have to pay Inheritance Tax (IHT), but a further 250,000 also have to jump through onerous and time-consuming hoops to establish that they do not.  The job of gathering every last detail of a friend or relative’s financial affairs, requiring as many as 25 different forms to be completed, is a real labour of love.  However,

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Are you covered? – Cyber Insurance

You might have read in the news a couple of weeks ago that between 800 and 1,500 businesses around the world were affected by a ransomware attack centred on US IT firm Kaseya, a company that provides software tools to IT outsourcing shops. The most notable disruption occurred in Sweden, where hundreds of Co-Op supermarkets had

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The Stealth Tax Trap

The bill for COVID is coming, make no mistake about it. Yet, in a clever game of political smoke and mirrors, Chancellor of the Exchequer Rishi Sunak served up some hope in the Budget, freezing personal and corporation tax bands rather than increasing tax rates as originally mooted. All seems to be well until you

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What motivates a successful entrepreneur?

Entrepreneur noun 1. a person who sets up a business or businesses, taking on financial risks in the hope of profit. As George W Bush once allegedly said when discussing the decline of the French economy. “The problem with the French is that they don’t have a word for entrepreneur.” No one gets to the

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Don’t rely on your assets if things go wrong

“Asset rich, but cash poor” – it is a problem that many face in retirement.  But exactly what does it mean?  Assets are wealth that you own, whereas cash is money that can be spent without selling anything first.  The last part of that definition is crucial and the reason why many people suffer a decrease in their standard of living when moving

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