6 Dec 2019
Investment bonds can be useful products for managing your tax affairs, and for distributing an estate to loved ones in a controlled manner.
14 Nov 2019
On 1 November the Members and Policyholders of Equitable Life voted overwhelmingly in favour of the proposal to close Equitable Life’s With Profits schemes, uplift the value by making a ‘Capital Distribution Payment’, and transfer all Life and Pension business to Utmost Life and Pensions.
30 Jul 2019
Over the years we have seen many business owners grapple with the issue of business succession which can, if not planned properly, become a difficult and protracted transition.
15 Jul 2019
NW Brown Wealth Management are pleased to announce the appointment of Adam Woodward to the position of Financial Planner at their Norwich Office.
11 Jul 2019
As part of a continuing trend, private school fees have risen more than twice as fast as consumer prices or average salaries over the last twenty years.
25 Jun 2019
One of the many services which forms our wealth management offering is cashflow modelling, which can form an important part of a client’s financial planning process.
20 Jun 2019
NW Brown, the Cambridge and Norwich-based provider of wealth management and employee benefits services, today announces it has agreed to merge its operations into Brown Shipley, experts in wealth planning, investment management and lending.
4 Jun 2019
Upon death, an individual can leave assets up to £325,000 without the application of Inheritance Tax. This is known as the Nil Rate Band.
8 May 2019
Many clients these days are caught by tipping over a tax allowance.
8 Apr 2019
The Lifetime Allowance limits the preferential tax treatment of UK pension schemes when drawing benefits. This is currently £1,055,000 and increases annually by inflation.
19 Mar 2019
Global equity markets suffered a sharp dip towards the end of 2018, in large part due to escalating US-China trade frictions and concern that the Federal Reserve was raising US interest rates too aggressively.