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Gresham News Blog

 

Gresham Announce Next Professional Masterclass Event

May 11, 2015

After the success of our first Professional Masterclass in February, Gresham Wealth Management are delighted to announce the next event in the series. The forthcoming masterclass, which will take place on 17th June, will cover the impact of the unexpected collapse in the price of oil; one of the key events in financial markets over […]

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‘Pension Freedom’ – The Truth Behind the Headlines

April 27, 2015

6 April 2015 marked the biggest change to pensions and retirement planning in living memory. The headlines surrounding the changes focus on the forthcoming flexibility regarding access to pension pots, with some commentators raising concerns about the over 55’s squandering their hard-earned savings overnight, leaving them without financial security later in life. But what is […]

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Gresham Celebrate 5 Year Anniversary

Gresham are delighted to have reached our fifth anniversary this month – an occasion we marked with a celebration at our office in Hale. Set up by Directors Morven Millar and Jonathan Young in 2010, Gresham Wealth Management was officially five years old on 6th April. The team celebrated the milestone with cake, nibbles and […]

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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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