News & Blog

  • 08 November 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

  • 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

  • 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

  • 01 October 2021

    Get a Free Will...

    By FMB

    As part of our regular catch-ups with clients, we check if they have a will in place and if it is still up to date. This is really important, if you don't have a will then your estate will be shared out in a standard way set out by law (Intestacy), which might not be what you would have wanted.

    Writing a will is especially important if:

    • You have dependent children -
  • 28 May 2021

    Off The Beaten Track

    By FMB

    This Summer we expect the Lake District will be very busy again, but our staff are local experts and have shared some less frequented walks where you can find peace but still enjoy stunning views!

    Leck Valley - Liz Just over the border, but surprisingly not in Yorkshire. It's in Lancashire! You can park near St Peter's Church and make your way up to Bullpot loosely

  • 05 March 2021

    Budget 2021

    By FMB

    With the focus on kickstarting the economy, perhaps some of the tax rises we might have anticipated have been postponed for better times. However, there are still some less obvious ways the budget is set to bring in revenue.

    Tax allowance freezes

    Some of the tax allowances and thresholds will not move for years, meaning more and people are captured by them. This means

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