Media

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.

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.

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.

 

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.

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.

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.

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.

 

The number of people paying inheritance tax (IHT) has fallen for the first time since 2009.  The tax generated £5.2b in 2019/20, down from £5.4b in 2018/19.  One possible reason for the reduction is the introduction of the residential nil rate band which allows families to pass on up to £1m of their estate tax free.

IHT remains a complex area, one which we believe with sensible planning can be significantly reduced.

Andy Butcher spoke to The Telegraph on the latest figures from HMRC.  The article can be accessed here.

 

If you would like to discuss your IHT position and options to reduce your 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

Inheritance Tax is often described as a voluntary tax as there are many ways we can mitigate its impact.   One instrument that is available to all, but often overlooked, is the Deed of Variation.  Ed Froggatt discussed this option with his client, Peter, who went ahead and amended his fathers will in order to potentially save his estate up to £400,000 of inheritance tax on his death.

The Telegraph ran a feature on the advice, which can be accessed here.

If you would like to discuss your IHT position and options to reduce your 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.

We’re delighted to announce that Latrena Petkova has been named one of the Rising Stars of 2020 by Investment Week.

In association with HSBC Global Asset Management, Investment Week looked at all aspects of diversity throughout the next generation of talent in the wealth management industry.  As an integral part of our team, we hugely appreciate Latrena’s talent and hard work, and its great to see this being recognised by a well-known industry publication.

Investment week noted “The nominations received for Investment Week’s Rising Stars series were vast and contrasted. Yet our exclusive list is able to demonstrate how many investment firms are enabling young, diverse talent to succeed.”

In the feature, Latrena says “In an industry that lacks diversity in all aspects, as a part-business owner at 33, I feel my story goes some way to show women and the BAME community that you can make your mark in the investment industry, as long as you do not allow yourself to be pigeonholed or underestimated.  I continually make efforts to push beyond the usual parameters and break through the received ‘ceiling’ in my role.  Importantly I do not believe this has been to the detriment of my home life.”

I am sure you will join us in congratulating Latrena, both on this achievement and on the recent birth of her second child, Mabel.

Read the full article here.