News & Blog

  • 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

  • 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

  • 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

  • Although the global economy continues to face significant headwinds, statistics released during the first few months of this year have revealed unexpected signs of resilience. This has led economists to begin upgrading growth forecasts, while the World Economic Forum’s latest Chief Economists Outlook reported signs of ‘nascent optimism.’

    Growth stronger than expected

  • 27 June 2023

    The Wonders of Morecambe Bay!

    By FMB

    Overlooking the beautiful Arnside sunset we enjoyed an informative talk by Gemma Wren, an expert on the ecology of Morecambe Bay. The sailing club was the perfect venue for her talk about the seven wonders of the Bay and the big five animal attractions. Who needs a safari when you have all this on your doorstep; from Natterjack Toads to the tiniest of rare butterflies?

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