phone icon0113 243 5693
divider

News

separator


The costs of caring for family

/ 0 Comments

My wife and I have experienced the costs of caring as we have also had the joy of sharing our home with her father. It’s a good arrangement and has worked well for many years. Both my wife’s mother and father moved into a ...

Read More
separator

Easter 2018 – Client Newsmail

/ 0 Comments

Easter greetings to all our clients. We emerge from a very busy but successful few months. In this newsletter we draw your attention to the developing world of Social Impact Investment as well as the excitement of GDPR and ...

Read More
separator

GDPR

/ 0 Comments

If you haven’t been invited to a meeting about GDPR (General Data Protection Regulation) you can consider yourself fortunate. GDPR will impact on all businesses, charities and organisations. As it happens we are very happy ...

Read More
separator

Cryptocurrencies

/ 0 Comments

On low-news days the media likes to chatter about the eye-popping gains being made in cryptocurrencies (such as BitCoin, Ethereum or Ripple). As you can probably guess we are somewhat sceptical about the merits of investing ...

Read More
separator

The Third Dimension for investment is: The Good You Can Do

/ 0 Comments

Following on from our Christmas article we are making more progress with Social Impact investing. There are two established dimensions for investment: the returns you get and the risk you take. Investing is always about ...

Read More
separator

Social Impact Investment – Avoid Harm, Do Good, Make Money

/ 0 Comments

For the past 25 years I have been asking people what they want from their investments. The top five requirements have been: 100% security – I want my money to always be there if I need it Low volatility – I don’t want ...

Read More
separator

How The Autumn Budget Might Impact You

/ 0 Comments

Tax Rates and Allowances Everyone gets the benefit of an increased personal allowance. This means that no one pays tax until they earn over £11,850 per annum. The savings income zero percent starting band stays at £5,000 ...

Read More
separator

Do You Have A Personal Pension? (Nomination of Beneficiaries)

/ 0 Comments

If you do you may need to take some immediate action because of recent changes in pension law. It’s about what happens to your pension if you die. Last year’s Pension Freedom legislation brought in changes to how death ...

Read More
separator

A Festive Financial Reflection

/ 0 Comments

The amount is not important I once glimpsed a social media posting between some schoolboys comparing their Santa Claus haul. Each item was assessed not by considering the giver of the gift but by its value in sterling. ...

Read More
separator

Investment conundrums – 10 guidelines for investing after startling elections results and during Brexit

/ 1 Comments

Ten years ago we were casually coasting into the credit crunch. Within months investment philosophies and savings strategies were sorely tested and most were found wanting. The golden rules of diversification and of not ...

Read More
separator