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Covid-19 Financial Measures for the Self-Employed Summary

On Thursday 26 March, Chancellor Rishi Sunak made his long-awaited statement about the Covid-19 government support scheme for the self-employed, called the Self-employment Income Support Scheme (SEISS). Reports suggest that the…

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COVID-19 and Your Finances

We are living through unprecedented times and events are moving at such a pace, we thought an update on the current measures taken by the Government would prove helpful.

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Equity Release: Unlocking the value tied up in your home

Taking out a lifetime mortgage is a way of releasing a cash sum that could make a difference to your retirement. Our financial advisers can help determine whether it’s right for you and select a suitable equity release plan.

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Budget Summary 2020

Read our summary of the key announcements in the Budget 2020 statement, made on Wednesday 11 March. The newly appointed Chancellor, Rishi Sunak, announced a spirited Budget with a repeated emphasis on ‘getting things…

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We're Hiring: Join Our Team as a Private Client Administrator

Are you an administrator within a financial services company looking for a new challenge? Do you want to be part of a small team where you will be valued? Are you looking to continue developing professionally and would like…

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First in a Series of Seminars for Accountants - The Great Wealth Transfer

We’re hosting a series of conferences for local accountants in the Oxted area to share our knowledge and expertise on subjects ranging from inheritance tax planning through to investments.

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Monthly Economic Update - September 2019

Welcome to our monthly economic review on relevant issues in the word of personal finance and the economy. We hope you find this of interest.  You can download a PDF copy here.

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Happy birthday to tax-free savings

The arrival of the new tax year on 6 April means it is time to consider your Individual Savings Accounts (ISA) investments, which will celebrate their 20th birthday in April.

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Money pouring in to VCTs, despite the risks

Investment in venture capital trusts (VCTs) is continuing to rise as we head in to 2019/20.

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Preparing for the new tax year

One of the few certainties about 2019 is that the new tax rates and thresholds will take effect from the start of the 2019/20 tax year on 6 April.

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If you would like to find out more or you would like to arrange a no cost, no-commitment meeting with one of our finanicial planners, contact us now.

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