News & Blog

In this section:

  • If elections have consequences, as Barack Obama said, then 2024 looks like being a highly consequential year. Some 64 countries are due to hold elections this year (including the US, India, Brazil, Russia and very probably the UK), representing over half of the global population and, ineconomic terms, half of the world’s gross domestic product (GDP).

    Depending on the

  • Financial Management Bureau (FMB) was recently named as one of the Best Companies Group 2024 “Best Financial Advisers to Work For” for the seventh year in a row. The awards programme began in 2017 and is promoted by Professional Adviser in partnership with Best Companies Group. This industry-wide survey and awards programme is designed to identify, recognise, and honor the

  • To enjoy a financially secure retirement, it’s important to spend time doing some in-depth thinking well in advance to determine your goals and requirements in order to achieve the lifestyle you dream of. You need a robust financial plan.

    When thinking about the income you’ll need in retirement, many people find it helpful to think in terms of Maslow’s renowned Hierarchy

  • 02 April 2024

    IHT receipts at record levels

    By FMB

    Figures released by HM Revenue &Customs (HMRC) show that IHT receipts have hit record levels while new data shows the taxman is hunting down thousands of families that have not paid the correct liability on inherited estates.

    Record sums

    In the first ten months of the 2023/24 financial year, HMRC collected £6.3bn in death duty receipts, £0.4bn more than during the same

  • 26 March 2024

    A plan to grow the economy

    By FMB

    With the Office for Budget Responsibility (OBR) predicting the UK economy will expand by 0.8% this year, and by 1.9% in 2025, Jeremy Hunt delivered his last Spring Budget ahead of the General Election, highlighting reforms aimed to ensure the tax system is simple, fair, keeps pace with economic developments, and supports public finances.

    Expectations are that the rate of

  • On Wednesday 6th March, Jeremy Hunt, the Chancellor of the Exchequer, addressed the Commons to deliver the Spring Budget 2024.

    In our comprehensive guide we analyse the key tax changes and outline the practical implications for you, your family and your business.

    For your copy, please just click on the download button below.

  • Several staff members are walking the Coniston to Barrow event which is over 20 miles. We are raising money for Springfield Domestic Support charity based in Kendal which supports victims of domestic abuse with resources, counselling and in the most desperate cases, refuge. You can choose any one of our team to sponsor, search for their names on the page Liz Beavis, Ruth

  • Libby is a T Level student from Kendal College. You made not have heard of T Levels, they are a relatively new qualification. The aim is to study while gaining real experience in the workplace. So Libby will be joining us throughout the year. She has written a blog diary of her first week with us. If you have often wondered what we do all day, this gives a real insight.

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