News and Blog

12th April 2013

Adviser Profile: Matthew Clark of Seabrook Clark

Read the full article at Citywire New Model Adviser.

12th April 2013

Inheritance Tax (IHT) and non-Domiciled Survivors

There has been a welcome change recently for non-domiciled widows, who have previously been liable to Inheritance Tax (IHT) on their spouse’s death. Whilst assets can usually pass between spouses without IHT, there has always been a hidden trap where the deceased was domiciled in the UK and the survivor was domiciled in another country.

11th April 2013

Pension Planning at a Younger Age

More than half of younger workers aged between 25 and 34 plan to save more into a pension in 2013 compared with 26% of 45 to 54-year-olds according to a new survey by the National Association of Pension Funds.

4th April 2013

Alternatives to Saving Can Yield a Good Return

Read the full article at Western Morning News.

4th April 2013

How Can I Boost the Income on My Savings?

Interest rates on cash savings are at an all-time low. Currently, it is difficult to get much over 2% gross for a no-notice account, whilst inflation (RPI) is stubbornly high at 3.2% and shows no signs of abating. This means that savers face a falling standard of living as inflation erodes the purchasing power of their cash.

2nd April 2013

Five Top Tips for Last Minute Tax Planning

The end of the tax year is looming on Friday 5 April, but there is still time to save tax for 2012/13.

28th March 2013

Pensions – Why Bother?

There is a widespread perception that pensions are a waste of money, with reasons mentioned including poor investment returns, high costs, complex rules and difficult to get your money out.

25th March 2013

Put Pensions at Heart of Retirement Strategy

Read the full article at Western Morning News.

18th March 2013

Investment Gives Firm a Platform for Growth

Read the full article at Western Morning News.

18th March 2013

Leah Thorne Joins the Team

We are delighted to welcome Leah Thorne as part of the team to lead our client services. Leah has extensive experience of client liaison and delivering high quality administration.

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