Client Login 020 3883 2810

Updates

Charity 10k Run

Following the success of last year’s 10k run for charity, early in July the team at Raymond James, John Street once again made their way (at varying speeds) around Regent’s Park, taking part in the annual Citywire 10k charity run.

Andy, Ed, Stuart and Latrena all ran the course and we are delighted to have raised £4,000 for two charities, Alzheimer’s Society and Macmillan Cancer Support.  In total there were 256 runners taking part, helping Citywire raise an amazing £28,000 in total for the two charities.

We are all very happy to be able to play a small part in raising so much money for two fantastic charities and look forward to doing more in the coming months.

Investment Strategy Quarterly

Celebrating the 25-year anniversary of the Academy Award-winning movie Forrest Gump, we revisit many of the movie’s themes which remain relevant in today’s world. Forrest Gump’s mother always said that “Life was like a box of chocolates.” This memorable observation could just as easily be applied to the financial markets, as you never know what volatility-inducing headline you’re going to get next.

Click here to read the full article.

‘Game Changing’ Inheritance Tax (IHT) Plans

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.

Women in Finance Awards 2019 – Latrena Petkova makes the final shortlist

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.

 

 

Inheritance Tax – How to mitigate your liability

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.