Money Makeover: ‘My parents left me £800,000 – can I tick off my bucket list as well as pay down my debts?

Andy Butcher spoke with the Telegraph to run through a cash flow planning exercise for a reader.

The full article can be accessed here.

If you would like to book a cash flow planning session or discuss your general financial position, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph 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.

IHT receipts soar to £6.1 billion

As the latest Inheritance Tax statistics show a record £6.1 billion haul for the government, Andy Butcher spoke with The Telegraph and the Express.

Inheritance Tax could be ‘scrapped’ as Capital Gains would tax Baby Boomer wealth ‘fairly’

Inheritance tax take hits record high – and the number of families paying will double by 2026

There are various ways to reduce ones IHT liability.  If you would like to discuss this further, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph in order to read the full article.  We are not affiliated with The Telegraph or the Express and the views and information expressed on their websites are their own.

Spring Budget comments

Following the latest spring budget, the ‘Wealth Briefing’ website picked up Andy Butcher’s comments on the increase in the National Insurance threshold amidst a rising cost of living crisis.

UK Tries To Ease Cost-Of-Living Pain As Inflation Runs Hot – Wealth Managers’ Reactions.

If you would like to discuss your financial position with us, please do not hesitate to contact us.

Please note that we are not affiliated with the Wealth Briefing and the views and information expressed on their website are their own.

Autumn Budget comments

Ahead of the Autumn Budget, Andy Butcher provided his thoughts to various media outlets on what to expect from the Chancellor.

Daily Express: Welcome news’ for UK property owners as Rishi Sunak announces Capital Gains Tax changes

City A.M: Autumn Budget LIVE: Sunak amps up spending and slashes tax rates

City A.M: D-Day for Rishi Sunak: What do City insiders expect from the Autumn Budget?

If you would like to discuss your financial position with us, please do not hesitate to contact us.

Please note that we are not affiliated with any of the above outlets and the views and information expressed on their websites are their own.

Is £400,000 enough to retire?

Cash flow planning is a powerful tool that can be used to map various scenarios against a client’s objectives.  Andy Butcher spoke to the Telegraph about a reader’s position as he approached retirement.  Using our cash flow software, Andy had some good news for the reader!

The full article can be accessed here.

If you would like to discuss your financial position with us, 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.

 

One year on…

March 2020 saw financial markets plunge around the world as the global economy began to shut down due to the coronavirus pandemic.  Markets fell quickly, and clients were understandably concerned.  A year on, Andy Butcher spoke to Professional Adviser about how focusing on long-term goals rather than short term losses helped clients avoid the costly mistake of panic selling when things looked bad.

Andy’s comments and The Professional Advisers Adviser Guide in full can be found here.

Money Makeover: ‘How do I invest my child’s £60,000 inheritance?’

Andy Butcher spoke with Harry Brennon of the Telegraph to discuss how a reader could invest their child’s inheritance.

The full article can be accessed here.

If you would like to discuss your financial position with us, please do not hesitate to contact us.

Please note that you are required to register with the Telegraph 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.

Citywire Asset Allocation Roundtable

Asset allocation decisions are more important than ever in the current environment.  A year ago Andy Butcher spoke with Citywire publication, New Model Adviser about how we construct portfolios.  New Model Adviser invited Andy back to their latest asset allocation roundtable before Christmas to discuss the past year, and how things have changed on the asset allocation front as we move into 2021.  The transcript can be accessed below.

Asset Allocation Adviser Roundtable

If you would like to speak to us about your investments, please do not hesitate to contact us here.

The Return of Inflation?

Inflation is always a big concern when managing money for our clients.  The impact of higher or lower inflation on different assets classes can be significant, so it is always a data point we pay close attention to.

The impact of the Coronavirus has dampened inflation expectations as demand has been significantly reduced by global lockdowns.  However, monetary and fiscal stimulus in response to the global pandemic has been unprecedented, so does this present an impending inflation problem?

Andy Butcher spoke to Will Robins of the New Model Adviser on the topic of inflation, noting that while the short term outlook may be for lower inflation, as we look further out we need to be wary of its return.

The article can be accessed here.

If you would like to speak to us about our investment strategy, please do not hesitate to contact us.