Considerations when withdrawing from a Bond

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.

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Equitable Life Capital Distribution Update

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.

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Succeeding at Succession

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.

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NW Brown appoints new Financial Planner in Norwich

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.

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School Fees and Financial Planning

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.

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The Use of Cashflow Modelling

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.

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NW Brown & Company to merge into Brown Shipley to add lending expertise to wealth management offering

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.

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It is never too late for Inheritance Tax Planning

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.

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How to re-instate your allowances

8 May 2019

Many clients these days are caught by tipping over a tax allowance.

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Tax Traps – The Lifetime 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.

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Market update

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.

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An End of Tax Year Checklist

4 Mar 2019

As 5th April approaches, below is a brief guide to the allowances and exemptions you could potentially take advantage of before the end of the tax year.

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