After the initial hit to global markets following the outbreak of the Iran War, there were signs of some stability returning yesterday. The bigger concern is likely to be around rising oil and gas prices and the potential knock-on effect for energy bills, petrol prices and, of course, inflation. In the immediate term, economists are […]
https://pbatesfs.co.uk/wp-content/uploads/2020/06/pexels-photo-210607-1.jpeg15002250EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2026-03-05 09:45:172026-03-05 09:45:35Iran War and Spring Statement
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 […]
Iran War and Spring Statement
/0 Comments/in News /by EdwardLambAfter the initial hit to global markets following the outbreak of the Iran War, there were signs of some stability returning yesterday. The bigger concern is likely to be around rising oil and gas prices and the potential knock-on effect for energy bills, petrol prices and, of course, inflation. In the immediate term, economists are […]
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 […]