News & Blog

In this section:

  • 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.

  • The state pension triple lock was introduced in 2011. The 'triple lock' is a commitment to increase State Pensions by whichever is highest of average earnings growth, CPI inflation, or 2.5%. The government is only legally required to increase the basic and new State Pension each year at least in line with average earnings, but to drop the triple lock would be a politically

  • With the UK in the midst of a sharp tax-raising drive, understanding the full impact of fiscal changes on investments has arguably never been so critical. One area that has been subject to particularly draconian reductions is Dividend Allowance, with changes in this area likely to have a significant impact on many investors.

    Six-year slide

    The annual tax-free Dividend

  • Succession, the hugely popular TV show, highlights the complexities of wealth transfer. There’s a lot to think about when passing on your wealth – as well as the risk of family disputes, tax implications need to be taken into consideration.

    Preserving, planning and communication

    As families accumulate wealth and assets it becomes important to preserve these and to plan

  • Several months have passed since the Spring Budget, which, although not necessarily packed with good news stories, held one announcement that certainly did bring considerable cheer to higher rate taxpayers. A recent survey has revealed the dramatic impact that Chancellor Jeremy Hunt’s decision to scrap the pension Lifetime Allowance (LTA) is having on people’s retirement

  • Diary of my FMB work experience, by Rhys – a student at Dallam School

    Monday

    Sarah - Tour of FMB

    The first main activity was a tour of the establishment and the company, I was welcomed as soon as I walked in, everyone introduced themselves making me feel valued from the very first second.

    Phoebe – Relationship Manager

    I didn’t know very much about the Financial

  • 11 July 2023

    Striking a balance

    By FMB

    While recent financial challenges have taken their toll on everyone’s pockets, it comes as no surprise that parents are putting concerns about their children’s finances above their own, as highlighted in a recent survey of advisers*.

    Over half (55%) of the advisers surveyed noted that adult children were taking priority in clients’ wealth planning at present, with many

  • 07 July 2023

    Pensions – what’s changing?

    By FMB

    During the Spring Budget the Chancellor announced several changes to pensions including increasing the Annual Allowance and the Money Purchase Annual Allowance. The changes, the most significant since pensions freedoms in 2015, have largely been met with positivity, bringing greater flexibility and opportunity.

    Some higher-paid workers faced additional tax bills as a

© FMB 2017 - 2024. All rights reserved.
Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk

Top