Archive for the ‘Financial Planning’ Category

In Focus: Summer 2021

After the last 18 months, looking ahead is very appealing to many of us. However one critical area of future financial planning is often overlooked. Since the inheritance tax (IHT) threshold is now frozen for the next five years, many more estates will be subject to the tax. Our feature looks at the current rules [...]

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In Focus: Spring 2021

A year after the Covid-19 pandemic took hold, the careful and gradual moves out of lockdown are hopeful. The impact on the economy, both short and long term, is yet to play out, but there are some planning lessons for individuals that we can take from the last year. Some of these will be affected [...]

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Image Courtesy of Flickr_Ishan Manjrekar

Budget Snapshot: March 2021

The Budget Statement was delivered today shortly after 12.30 this afternoon by the Chancellor of the Exchequer, Rishi Sunak. This Budget takes place after a year that has seen the largest drop in annual national output since the Great Frost of 1709, Europe’s coldest winter in the last 500 years. About the Budget The Budget [...]

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Covid-19 Measures: Updated to 5 January 2021

As the third Covid-19 lockdown took effect on 5 January 2021, the Chancellor announced a further £4.6 billion in grants to the retail, hospitality and leisure sectors. This new round of support follows extensions to the job retention and loan schemes revealed on 17 December 2020. There may be more to come with the Budget [...]

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In Focus | Winter 2020

As we come to the end of this difficult year, the effects of the pandemic are still playing out. While there is good news on the efficacy of vaccine trials, there is still some way to go before we regain a sense of normality. Many have seen a dip in incomes, with both investment and [...]

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Image courtesy of Flickr_Sheila Sund

Beat the scammers

Investment and pension scams are becoming ever more sophisticated, from fancy fake websites to the ‘cloning’ of authorised businesses. Rule number one is always to reject unexpected offers. Rule two is that, if it looks too good to be true, it probably is. If in doubt, check the FCA ScamSmart site (www.fca.org.uk/scamsmart) and ask our advice.

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Video witnessing for wills

The Government is changing rules to allow remote witnessing of wills via video calls in England and Wales. It is already legal in Scotland, but not yet in Northern Ireland. New legislation in September 2020 will backdate the measure to 31 January 2020, but two witnesses will still be required. The change will last through to 31 January 2022 or as long as necessary through the pandemic. [...]

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Autumn 2020 | In Focus

With people starting to return to the office and schools and universities reopening, it appears that life is beginning to tentatively resume its usual rhythms this autumn. As the longer term effects of the lockdown become apparent, we look at some short term future implications of the pandemic – such as student loans and the upcoming Budget. We explore how ESG funds have been [...]

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Image courtesy of Flickr_Pink Sherbert Photography

Sharp fall for dividends

UK dividends were down more than 50% in the second quarter of 2020. The pandemic has hit the global economy hard and devasted the dividend payments of many leading UK companies. Between April and June 2020, total UK dividend payments were 57.2% lower than in the second quarter of 2019, according to Link Asset Services. Many companies – notably the big [...]

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PK Partnership Budget Savings and Pensions

Things are slowly returning to normal…

As Government lockdown measures continue to ease for most sectors, we have started our phased return to the office, operating a skeleton staff throughout the week. Our switchboard number 020 8681 4994 is fully operational and individual members of the team can still be reached directly: Wealth Management & Mortgages Jonathan Kelly – 020 8256 [...]

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