An integral part of our investment process is getting the asset allocation right. Citywire publication, New Model Adviser wanted to look under the bonnet at how 3 firms manage money on behalf of their clients. Andy Butcher took part in the Asset Allocation roundtable discussion at the end of November. 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 advice world is constantly changing. Where will we be in 12 months’ time, or even 20 years’ time? Andy Butcher spoke with the Citywire publication New Model Adviser about the future of advice.
You can listen to the podcast here.
If you would like to discuss any of the matters covered please feel free to get in touch.
The Residential Nil Rate Band was introduced to increase the amount of one’s estate that can passed on free from inheritance tax. However the rules aren’t as straightforward as the could be.
Andy Butcher spoke to Harry Brennan of The Telegraph about the unnecessarily complicated rules around downsizing and the Residential Nil Rate Band.
To see the full article, click below:
How death taxes are killing the housing market
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.
The Chancellor recently commented on the current IHT framework, hinting that making changes or scrapping the tax was on his mind.
Australia reformed their death tax in 1979, and Andy Butcher spoke to the Telegraph on his preference for a similar system in the UK.
To see the full article, click below:
Australia scrapped inheritance tax 40 years ago – but did it work?
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.
Higher house process and a frozen nil rate band mean more people are paying IHT. Andy Butcher provided comment to The Telegraph on the matter, arguing the main tax-free allowance (the nil rate band) should be increased.
To read the full article please click 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.
Over the weekend, Andy Butcher featured in the ‘Your Questions’ section of the Financial Times, answering a readers’ question on Inheritance Tax (IHT) matters.
The online article can be found here: Will we inherit our mother’s house — or will our stepfather?
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 a subscription to the Financial Times is required in order to read the full article. We are not affiliated with the Financial Times and the views and information expressed on their website are their own.
The Office of Tax Simplification has published a report outlining a number of recommendations to simplify the current Inheritance Tax (IHT) framework. Andy Butcher spoke to The Telegraph on the ‘game changing’ proposals.
The article can be found here: How ‘game-changing’ inheritance tax plans would help fast-track the young onto housing ladder
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 are delighted to announce that Latrena Petkova has made the final shortlist for the ‘Women of the Year awards – Paraplanning’ in the ‘Professional Adviser – Women in Finance Awards 2019’.
As those who know Latrena will testify, she has worked tirelessly over the past year or so to help build our proposition and without her, it goes without saying we would not be in the position we currently are.
Latrena is an integral part of our offering and thoroughly deserves this nomination. She is a credit not just to Women in Finance, but to our profession in general. We wish her every success in the final on July 3rd.
Fingers crossed!
Click here for more information.
In November 2018 New Model Adviser, the Citywire publication named Andy Butcher as one of the ‘Top 35 young financial planners making their mark on the profession‘.
Six months on, Andy and others provide their Top Tips for young advisers coming through the industry.
Read more here.
In March, Andy Butcher spoke to The Telegraph on the subject of Inheritance tax, suggesting ways to mitigate any liability.
The article can be found here: The reason we’re all paying far more inheritance tax – and how to avoid it
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.