Featured Posts

Where are your ISAs?

The NICs top-up countdown is underway again…

The Autumn Budget – a brave new tax world

An update on cash savings

The 2025 State Pension increase

Capital gains tax: a minority sport?

2024 – the year of two Budgets

The taxing cost of pensions

The case for holidays for investors

The taxpayer club – have you joined?

News & Blogs

Click our Social media links to find out more about us and follow us.

Categories

Happy birthday to tax-free savings

The arrival of the new tax year on 6 April means it is time to consider your Individual Savings Accounts (ISA) investments, which will...

Money pouring in to VCTs, despite the risks

Investment in venture capital trusts (VCTs) is continuing to rise as we head in to 2019/20. VCTs have been growing in popularity in...

2018 Market Review

After logging strong returns in 2017, global equity markets delivered negative returns in British pound terms in 2018. Common news...

New probate fees to affect many estates

The government has revived plans to raise probate fees in England and Wales. A new, banded structure for probate fees in England and...

Index-linked savings certificates

The popular National Savings & Investments (NS&I) savings certificates will be indexed to CPI instead of RPI from next year. The...

Winter e-News

Inflation eating into the value of savings

Inflation still outpaces nearly all available deposit rates. Source: ONS, Bank of England At the end of September, the US bank, Goldman...

A Question of Equilibrium

"Sellers were out in force on the market today after negative news on the economy.” It’s a common line in TV finance reports. But have...

The record S&P 500 bull run

The US stock market set a new record for the longest-ever bull market in August. S&P 500 Index Performance Wednesday 22 August 2018 saw...

Interest rates creeping up after nine years

The Bank of England increased the base interest rate in August to 0.75% – the second increase in 12 months. Source: Bank of England...

2 3 4 5

Family at the core

Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office
01273 839544

Contact Form

info@bluecoatwm.com

Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office 01273 839544

Contact Form

info@bluecoatwm.com

Main Office
01273 839544