Hold fire on pensions Inheritance Tax decision for now…
Reforms announced in the Budget to include unused pensions in Inheritance Tax from 2027 have rightly prompted concern and fears for those planning how to pass on their estate to their family – but don’t do anything rash just yet!
This is because HMRC is running a consultation on these proposals until January 22, 2025...
A pre-Christmas snapshot of the economy and markets
Well, whilst I anticipate another eshot just before the festivities, it seems apt to wish everyone a very Happy Christmas season, celebrations and relaxing times. The new government will be looking forward to some rest and apt navel gazing over the break.
I am sure we shall all be wondering what might ensue from Syria...
What will Inheritance Tax changes mean for farmers and the rest of us?
Farming is a huge part of life for many here in North Devon and there is growing concern at the Government’s decision to change Inheritance Tax rules for farmers (and others in business).
Shortly we shall be writing to clients to clarify some of the changes in the recent Budget from Chancellor Rachel Reeves and...
Top 100 firms accolade and buyer’s remorse…
We are delighted and very humbled to have been placed once again in the Citywire Top 100 Financial Advisers list for 2024.
The well-respected online news, advice and analysis platform for those in the asset management and wealth industry publishes its Top 100 list annually and says it ‘celebrates the best of the professional financial...
Citywire Top 100, Budget and MIGO
Thank you Citywire again for the honour of being on the ‘Top 100 Financial Advisers’ list this year! We are very humbled.
Top 100 2024: See the penultimate list of fantastic firms
Whilst the photo Citywire uses still shows me with hair (!), the content is what counts – thank you everyone for the judgment and...
A bad Budget for business?
Welcome to the Budget. I suppose we can say ‘it wasn’t as bad as it could have been’ (as inferred previously that perhaps the snowstorm of released rumours was designed to frighten everyone witless) but there were some very nasty things in there impacting many people.
I (nor independent commentators) don’t think she needed to...
Will Budget Day set the cat amongst the pigeons?
Inflation drops and Budget looms
So UK inflation surprised to the downside – good news. This should lead the Bank of England to keep its promise to cut interest rates. The only fly in the ointment is what government bonds tell us? They’re worried globally but specifically in the UK about the Budget and probable extra borrowing (via these...
What will happen in the October Budget?
At the end of this month the Chancellor will unveil the first UK Budget under Labour in almost 15 years and there is a great deal of uncertainty as to what might be in it.
Chancellor Rachel Reeves will present her first budget to the House of Commons on Wednesday, October 30 at around 12.30pm.
With...