Bates & Co Financial Services has welcomed two new starters. Margo Dorozik and Emma Bowen have joined the firm as Client Service Manager and Client Administrator. Margo, who is from Chester, joins Bates & Co with more than 10 years’ administrative experience and is currently working towards Chartered Status. She will be working alongside Bates […]
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Entries by Sarah Lowe
June 8th was a landmark day for the UK as a shock election result left many contemplating its impact on the UK’s economy. In reality, a hung Parliament could potentially be a good thing for investors. Alan Mellor, Managing Partner of Phillip Bates & Co Chartered Financial Services, said: “Unless something changes, we are in […]
The team at Phillip Bates & Co Financial Services advises people at various stages of their financial journey. Increasingly, we are being asked to act for younger couples, often in their early to mid-30s, who want to ensure they have the right plan in place for their future retirement – even though this may be […]
Building long-term relationships is essential in being able to provide the best possible financial advice. We had a really good example of this recently when a couple, in their 60s, who we have advised for over 10 years, made an appointment to see us. The meeting was a little bit different because they asked if […]
Is there a charity that means a lot to you? Well, why not nominate it for our upcoming Charity of the Year?! We are looking to raise money for a deserving local charity and we want YOU to be involved. So, who would choose and why? Let us know on Twitter – @batesandco – or […]
In our January newsletter, we outlined Theresa May’s 12 objectives as she laid out her vision post-Brexit Britain. Since then, there have been a handful of developments in the UK leaving the EU. Article 50 has been triggered, which formally begins the Brexit process. EU Council President, Donald Tusk, has since said the other European […]
We’re proud to announce our new partnership with Caldy Cricket Club. The renowned Wirral club, set in National Trust land with stunning views over the Dee Estuary to Wales, is inviting local businesses to become part of its ‘Nifty 50’ scheme. Nifty 50, so-called to mimic a batsman who raises his bat on reaching 50 […]
Last month’s Budget saw the news that business owners who pay themselves in the form of dividends, rather than a salary, will see their tax-free allowance cut from £5,000 to £2,000. The announcement also affects investors who have portfolios of shares held outside Isas or pensions. The change will come into effect in April 2018. […]
We all know that, should your or your partner’s individual income exceed £50,000, you must pay a tax charge on your child allowance. But many people earning a salary of more than £60,000 aren’t claiming child allowance at all, and this could be having a significant impact on their state pension. As a parent, you […]
Philip Bates & Co Financial Services has issued a stark warning to those who have included a discretionary nil rate band trust in their wills. Changes introduced by the Government on 6th April means having done so may mean missing out on the new family home allowance. We will now see the inheritance tax nil-rate […]