As attention grows on ways to reduce your Inheritance Tax liability, Andy Butcher spoke to The Sunday Telegraph on a common pitfall.
The article can be found here.
If you would like to discuss your options to reduce your IHT liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
At Raymond James, Hampstead, we aim for the highest standards at all times. The best way to discover if we are delivering on our promises is to ask our clients – so we did. We’re delighted to publish the results of the 2018 client survey below.
The Client Opinion Survey had a 28% response rate with 13 responses.
Recent figures show that HMRC recouped a record amount in Inheritance Tax (IHT) in the last tax year; Andy Butcher provides comment for The Telegraph on the increase in people who are liable to pay IHT and some of the difficulties they are faced with when planning for the future.
The article can be found here: How to navigate the murky maze of inheritance tax
If you would like to discuss your options to reduce your IHT liability, please do not hesitate to contact us.
Please note that you are required to register with the Telegraph for free in order to read the full article. We are not affiliated with The Telegraph and the views and information expressed on their website are their own.
In the midst of the recent heatwave, 3 of our team at Raymond James, Hampstead made the slightly rash decision to take part in the annual Citywire 10k race. The weather looked cool for the most part of the day, but as the starters gun was fired, the sun broke through and made things considerably harder!
272 runners took part in the event, raising close to £20,000 for Citywire’s chosen charities, Shelter and St Barnabas House Hospice.
Despite being exhausted at the end, Stuart, Latrena and Andy were delighted to have been able to take part, and we are extremely grateful to our sponsors who helped us raise £2,000 for the two charities. We and look forward to beating our times in next year’s event and raising more money for some fantastic causes.
More information on the run and two charities can be found here.
The Citywire Wealth Manager publication has written a profile piece on Raymond James, Hampstead, and the progress we have made over the past 9 months.
Following a successful start to life as Raymond James, Hampstead, we have been able to accelerate our recruitment plans to ensure that our clients can continue to receive the highly personalised service we have built our proposition around.
The full article can be found here.
Further to the Chancellors Spring Statement, please find a summary of the main points in the link below.
If you would like to discuss any of these points, or how any changes will impact your finances, please do not hesitate to contact us here.
We are delighted to announce that Andy Butcher has been selected as one of “The Top 35 Next Generation Advisers 2017” by the New Model Adviser.
The Citywire publication has recognised Andy’s achievements in 2017, which include setting up Raymond James, Hampstead, alongside Ed Froggatt.
“Our motivation for forming Raymond James, Hampstead earlier this year was to ensure we can embrace new ideas, new technology and move quickly as markets and legislation evolve – we wanted to be a ‘next generation’ company. Being recognised as a ‘Next Generation Adviser’ by Citywire is a huge privilege and shows that we are on the right track.” – Andy Butcher.
Please follow the link below for more information.
We often meet potential clients who have existing financial advisers or wealth managers looking after part of their portfolio. For one reason or another these individuals may not be completely satisfied with their existing arrangements, but as is human nature, they may be reluctant to make a change, especially one as important as appointing a new wealth manager.
Within this article we look at the common issues that lead individuals to seek a new adviser, and address the concerns that can arise when making the decision whether to commit to change.
Following the recent Autumn Budget, please find a link to our Budget Newsletter below. The newsletter explains the main changes and highlights some planning points.
Budget Newsletter – November 2017
If you have any questions regarding any of these matter, please do not hesitate to contact us.