The team has had a slightly busier than usual start to the new year, with lots of client reviews and some clients seeking advice regarding the Government’s reforms around pensions becoming liable to Inheritance Tax (IHT). From April 6th next year, most unused pension funds and death benefits will be included in a person’s estate […]
In many ways, it was a relief to finally hear Wednesday’s Budget after so many weeks of speculation as to the likely content of Chancellor Rachel Reeves’ famous red box. A lot of the wilder rumours turned out to be just that, rumours, including concerns that restrictions may be introduced to the 25% tax free […]
The rumour mill is in overdrive and we are still 10 weeks away from the Budget. It seems like every day, one media outlet or another is speculating on what may be under consideration for inclusion in Chancellor Rachel Reeves’ statement on November 26. Despite proclaiming that last year’s Budget – the first by a […]
It is a theme that we constantly return to at Phillip Bates & Co Financial Services, but there really is no substitute for long-term, diversified financial planning. It was just a few weeks ago that we were facing up to President Trump’s tariff wars and their potential consequences for economies around the world. While there […]
There have been many headlines about President Donald Trump’s tariff policy over the last couple of months following so called ‘Liberation Day’. After the first few days of the announcement, it has been hard keeping pace with what tariff is applied to what country, who’s striking trade deals and who is still out in the […]
https://pbatesfs.co.uk/wp-content/uploads/2022/01/slide1.jpg6671000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2025-05-30 14:37:562025-05-30 14:37:59Markets bounce back from Trump tariffs
Busy start to 2026
/0 Comments/in News /by EdwardLambThe team has had a slightly busier than usual start to the new year, with lots of client reviews and some clients seeking advice regarding the Government’s reforms around pensions becoming liable to Inheritance Tax (IHT). From April 6th next year, most unused pension funds and death benefits will be included in a person’s estate […]
Long-term planning ensures no Budget shocks
/0 Comments/in News /by EdwardLambIn many ways, it was a relief to finally hear Wednesday’s Budget after so many weeks of speculation as to the likely content of Chancellor Rachel Reeves’ famous red box. A lot of the wilder rumours turned out to be just that, rumours, including concerns that restrictions may be introduced to the 25% tax free […]
Keeping calm amid the Budget rumour mill
/0 Comments/in News /by EdwardLambThe rumour mill is in overdrive and we are still 10 weeks away from the Budget. It seems like every day, one media outlet or another is speculating on what may be under consideration for inclusion in Chancellor Rachel Reeves’ statement on November 26. Despite proclaiming that last year’s Budget – the first by a […]
Long-term, diversified planning protects against economic shockwaves
/0 Comments/in News /by EdwardLambIt is a theme that we constantly return to at Phillip Bates & Co Financial Services, but there really is no substitute for long-term, diversified financial planning. It was just a few weeks ago that we were facing up to President Trump’s tariff wars and their potential consequences for economies around the world. While there […]
Markets bounce back from Trump tariffs
/0 Comments/in News /by EdwardLambThere have been many headlines about President Donald Trump’s tariff policy over the last couple of months following so called ‘Liberation Day’. After the first few days of the announcement, it has been hard keeping pace with what tariff is applied to what country, who’s striking trade deals and who is still out in the […]