News & Blog

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  • 22 October 2021

    Let's talk money...

    By FMB

    This week is Talk Money Week, a campaign created by The Money and Pensions Service to try and encourage people to talk openly about money to improve their financial wellbeing. This is a campaign which we really support as, even in 2021, money can still be seen as a rather taboo subject with 9 in 10 UK adults* finding it difficult to talk about money, or not even discussing

  • It’s easy to feel bombarded by the constant cycle of negative news headlines or ‘noise’, which can add to your anxiety about how your investments are doing and uncertainty as to whether your investment strategy is on the right course. It’s important to try and block out this noise which could influence you to make hasty or erratic investment decisions.

    Set and revisit

  • If you received a large windfall suddenly or unexpectedly, you’d likely expect to feel happy and excited for the opportunities it presents. Whether you’re a successful entrepreneur, perhaps selling your business or inheriting, sudden wealth can feel overwhelming.

    Far from being a happy event for some, coming into a large sum of money can prove a massive emotional shock.

  • 19 October 2021

    ESG assets to top £36trn by 2025

    By FMB

    According to Bloomberg Intelligence*, ESG (Environmental, Social and Governance) assets are forecast to exceed £36.5trn ($50trn) – over a third of projected global assets – by 2025. The analysis comes as environmental, social and governance factors are becoming increasingly important to investors across the globe.

    “The pandemic and the global race to net zero carbon

  • 12 October 2021

    Muddy waters swirl around IHT

    By FMB

    In late July, HM Revenue & Customs (HMRC) published its annual statistics on Inheritance Tax (IHT). These revealed that IHT payments received by HMRC in the 2020-21 tax year totalled £5.4bn, up about £0.2bn (almost 4%) on 2019–20, when receipts were slightly lower than 2018–19. Typically, more than 20,000 deaths per year result in an IHT charge.

    The stats show that recent

  • Although the strength and speed of the global recovery over the first half of this year exceeded most expectations, the economic outlook inevitably remains uncertain. However, while future growth prospects are likely to stay closely linked to the future path of the virus, as we journey through autumn there do appear to be grounds for optimism.

    Stronger recovery predicted

  • 11 October 2021

    5 Steps to Improving Your Finances

    By FMB

    This week is Financial Planning Week, an initiative set up by the Chartered Institute for Securities & Investment (CISI) to raise awareness of the importance of financial planning and to help people nationwide organise their finances to achieve their future financial goals. We thought it fitting to share 5 steps on how you can improve your own finances:-

    1. Calculate your

  • "I am working with a client who is looking to sell their home and move into rented retirement accommodation. They need their two residential nil rate bands (RNRBs) to reduce the value of their estate so that they do not have an inheritance tax (IHT) liability. So, they asked me if they can still get the RNRB if they sell their home?

    In addition to the standard nil rate

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