As Inheritance Tax Receipts Hit New Record High, Is Reform Coming?

According to the latest figures, Her Majesty’s Revenue and Customs (HMRC) collected £5.2 billion in inheritance tax in the last financial year (2017-18). This record sum of receipts is despite the introduction of the main residence allowance, which began being phased in at the start of April 2017 at a level of £100,000. The main…
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What it Means to be Chartered

If you look beneath our logo on this website, you’ll see the by-line ‘Chartered Financial Planners’. But what does being Chartered actually mean? Awarded by the Chartered Insurance Institute (CII), Chartered status stands proud as an indicator of the highest standards of learning and ethical behaviour in the financial services industry. There are currently only…
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Risking It All: Why Failing to Invest Properly Could be the Biggest Risk You Take

As financial planners, we’re always talking to clients about risk. When we take on a new client, risk is always an important topic of discussion because attitude to risk – be it cautious, moderate, balanced or adventurous – will have a direct impact on the investment strategies we implement on their behalf. When we have…
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Mind the Gap – Pension Planning for the Self-Employed and Micro Business Owner

Auto-enrolment seems to be working.  According to figures recently released by the Office for National Statistics (ONS), the proportion of employees contributing to a company pension in 2017 reached 73 per cent, up from less than 47 per cent in 2012. This means that the introduction of auto enrolment has led to 9.5 million more…
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Gresham Experts to Take the Floor for June Masterclass

The date and topic for our summer Masterclass have been set. On 27th June, Gresham will host a presentation entitled ‘Property vs Pensions’. Whilst part of the appeal of our Masterclass events is usually the external speakers we bring in, this time we’ve decided to shake things up and utilise our very own experts! Financial…
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