top of page



Family at the core

Independent Advice and Financial Planning
Featured Posts
News & Blogs
Click our Social media links to find out more about us and follow us.
Archive
Follow Us
Categories


Gemma Blake joins Bluecoat
After travelling to London from Australia in 2003, I retired my backpack replacing it with a more stable career choice. Initially my...


Child trust funds – the lowdown
Around 6.3million children born between 1 September 2002 and 2 January 2011 can now begin to be able to access billions of pounds paid...

US market storms ahead
The main US stock market index hit several new all-time highs in August. So far, the US has had a difficult 2020: · Its performance in...


Inflation risk and Investments – How inflation is affecting your savings.
The reality of investing today We’ve seen some turbulent markets this year, with the repercussions of COVID having a significant impact...

Property boom and bust on the cards?
The housing market in England could be heading for a boom followed by a bust, according to feedback gathered by surveyors. The Royal...

My time at Bluecoat
Having spent four weeks across the past two months here at Bluecoat, I wanted to write a little about my experience as an intern at...


Inheritance disputes
More arguments about wills are reaching the High Court. A recent report from the Ministry of Justice revealed that, last year in England...


Capital gains tax comes under review
The Chancellor has asked the Office of Tax Simplification to review capital gains tax. Within a week of giving his Summer Statement, the...


So much cash, so little interest…
The latest statistics on ISAs have emerged, showing nearly £270bn is held in cash. Individual Savings Accounts (ISAs) reached their 20th...


Summer stamp duty changes
The Chancellor’s Summer Statement introduced temporary changes in stamp duty land tax on homes, which prompted similar – but not...
bottom of page