The Budget will soon be on its way. It was announced last year by the Chancellor Philip Hammond that the Budget was to be moved back to the autumn to simplify the process of setting taxes and government spending. This is the first year of the new system being in action. As with previous years, […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-09-13 16:29:482017-11-22 16:57:34A look ahead to the Budget
The time of year has come for us to review and re-balance client accounts. Once or twice a year, the team at Phillip Bates & Co Financial Services will review and rebalance accounts to ensure that everything is in working order or if any tweaks should be made. When we welcome a new client, we […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-09-13 16:28:122017-09-13 16:28:12The time has come for reviewing and fine-tuning accounts
Helen Brown is a Senior Financial Planner at Phillip Bates & Co Financial Services, having joined the team in June 2009. “My whole career has been spent in the Financial Services industry; starting off as a mortgage adviser and then progressing to full financial advice,” Helen said. “I have always worked for banking institutions but, […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-09-13 16:22:282017-09-13 16:24:54Meet the team: Helen Brown
Inheritance tax remains a topic of confusion for many. Essentially, inheritance tax refers to a tax on the estate of someone who has passed away. The estate might consist of a person’s property, money and possessions. If your estate is valued at below the £325,000 threshold or you opt to leave everything to your spouse, […]
If you have seen the news lately, you wouldn’t be able to miss the ongoing tensions in North Korea. How will this, coupled with a still uncertain Brexit, affect financial markets? “It is difficult to say,” said Alan Mellor, Managing Director at Phillip Bates & Co Financial Services. “Financial markets have been pretty steady and […]
https://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.png00Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-09-13 15:03:182017-09-13 15:03:18How will tensions in North Korea and Brexit affect financial markets?
A look ahead to the Budget
/0 Comments/in News /by Sarah LoweThe Budget will soon be on its way. It was announced last year by the Chancellor Philip Hammond that the Budget was to be moved back to the autumn to simplify the process of setting taxes and government spending. This is the first year of the new system being in action. As with previous years, […]
The time has come for reviewing and fine-tuning accounts
/0 Comments/in News /by Sarah LoweThe time of year has come for us to review and re-balance client accounts. Once or twice a year, the team at Phillip Bates & Co Financial Services will review and rebalance accounts to ensure that everything is in working order or if any tweaks should be made. When we welcome a new client, we […]
Meet the team: Helen Brown
/0 Comments/in News /by Sarah LoweHelen Brown is a Senior Financial Planner at Phillip Bates & Co Financial Services, having joined the team in June 2009. “My whole career has been spent in the Financial Services industry; starting off as a mortgage adviser and then progressing to full financial advice,” Helen said. “I have always worked for banking institutions but, […]
Inheritance Tax & the property nil rate band
/0 Comments/in News /by Sarah LoweInheritance tax remains a topic of confusion for many. Essentially, inheritance tax refers to a tax on the estate of someone who has passed away. The estate might consist of a person’s property, money and possessions. If your estate is valued at below the £325,000 threshold or you opt to leave everything to your spouse, […]
How will tensions in North Korea and Brexit affect financial markets?
/0 Comments/in News /by Sarah LoweIf you have seen the news lately, you wouldn’t be able to miss the ongoing tensions in North Korea. How will this, coupled with a still uncertain Brexit, affect financial markets? “It is difficult to say,” said Alan Mellor, Managing Director at Phillip Bates & Co Financial Services. “Financial markets have been pretty steady and […]