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Gresham News Blog


Wingwalk for BASIC

September 11, 2014

Morven has recently completed a Charity Wingwalk for BASIC (Brain and Spinal Injury Charity) based in Manchester. Morven and Gresham Wealth Management Ltd have supported the Charity for a number of years, and this was the latest event to raise awareness of the great work they do. Well done Morven!!

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Gresham are on the Move!

July 22, 2014

The team at Gresham Wealth Management have now move to fantastic new offices in Hale. The business has also undergone a rebrand, so it is really exciting time for Morven, Jonathan and the team!

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2012 North West Chartered Financial Planner of the Year Award Winner

July 19, 2013

TRAFFORD-based financial planner Morven Millar has been named Chartered Financial Planner of the North West by local institutes. Morven, who is a partner at Gresham Wealth Management Ltd in Sale, picked up the accolade at the recent North West Centenary Awards 2012, held to mark the Chartered Insurance Institute’s (CII) centenary anniversary of being granted […]

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George Osborne’s Third Budget 2012

The Chancellor of the Exchequer recently decided to focus his attention on restricting tax reliefs for higher income earners. At the core of these budgetary changes is draft legislation to reduce unlimited income tax reliefs by setting a cap of £50,000 or 25% of income, whichever is higher per tax year for individual investors. Obviously […]

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What is the Retail Distribution Review?

The Financial Conduct Authority. (FSA) launched a review of retail investment markets in 2006 to tackle endemic problems in the Financial Services Industry. Briefly, the core aim of the review was to improve consumer confidence in investment markets and to provide better outcomes for retail clients. In June 2007 the FSA published its first paper […]

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I am getting divorced. Is my spouse entitled to claim money from the compensation I was awarded for my personal injury?

On 27th July 2011 the Court of Appeal gave Judgment in the case of Mansfield v Mansfield [2011] EWCA Civ 1056 and as a result it is now possible to answer the above question as follows: “Yes, your spouse is entitled to claim part of your compensation but his/her chances of being successful will depend […]

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Proud to be Chartered Financial Planners

Gresham Wealth have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII. It also involves a […]

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Act now, while ‘stocks’ last…..!

As the Christmas and New Year festivities fade into memory it may now be time to re-focus your attentions on your financial affairs.  We are now less than three months away from the end of the financial year and a valuable allowance may still be unused. Our previous newsletter covered the uses, practicalities and tax […]

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Compulsary Pensions and Nests

The coalition government is to press ahead with a Labour scheme to force all UK firms, regardless of size, to automatically enrol their staff into a pension scheme from 2012.  Companies will have to pay in a minimum of 1% of every worker’s salary into a pension, rising to 3% by 2017. Workers will have […]

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Pension Changes – Annual and Lifetime Allowances

The Treasury has announced that the annual pensions allowance will be lowered to £50,000 from April 2011 from its current level of £255,000. The lifetime allowance is to also be reduced from £1.8 million to £1.5 million. The Treasury estimated that the cut would hit 100,000 individuals of which 80% earn more than £80,000 per […]

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Tax and Benefits Reform: Child Benefit

The coalition Government has a real problem to overcome if it is to reform the tax and benefits system. The tax system is based on individuals being taxed separately, while the benefits system is based on families. When Conservative chancellor, Nigel Lawson, one of the great tax reforming ministers, introduced separate taxation of husbands and […]

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Tax doesn’t have to be taxing… but it is!

July 18, 2013

The recent errors with HMRC’s computer system have brought to light the scale of tax individuals are paying (or not as the case may be). With the coalition Government’s changes to the taxation rules the amount of tax people are paying, be it through income tax, capital gains tax, national insurance, VAT or inheritance tax, […]

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