Helen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]
The end of the financial tax year is fast approaching and there are tax changes afoot. From April, 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 tax changes will also affect investors who have portfolios of shares held […]
Pension transfers have been in the news a lot lately, since the transfer values have increased. But Alan Mellor, Managing Director at Phillip Bates & Co Financial Services, has issued a warning to seek specialist advice before transferring your pension. “It is important to fully understand and appreciate the value of a guaranteed lump sum […]
Bitcoin – a digital currency created in 2009, which uses decentralised technology rather than one central bank – is gaining more and more interest lately. Since it thrust itself into the mainstream some five years ago, Bitcoin has been a constant source of interest and confusion, but the currency has certainly garnered more attention recently. […]
We welcomed the announcement by Chancellor Philip Hammond in yesterday’s budget that stamp duty is to be abolished for first-time buyers purchasing properties worth up to £300,000. Phillip Bates & Co Chartered Financial Planners predicted a reduction in stamp duty for first-time buyers was likely, but that it would perhaps be a temporary one. So […]
Congratulations Helen & Margo!
/in NewsHelen Brown, Senior Financial Adviser at Phillip Bates & Co Financial Services and Margo Dorozik, Client Service Manager have both passed important exams in recent months, taking them one step closer to Chartered status. The two, who took the exam just before Christmas, are now gearing up for their final exam, which they will take […]
Dividend tax changes afoot
/in NewsThe end of the financial tax year is fast approaching and there are tax changes afoot. From April, 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 tax changes will also affect investors who have portfolios of shares held […]
Seek specialist advice before transferring your pension
/in NewsPension transfers have been in the news a lot lately, since the transfer values have increased. But Alan Mellor, Managing Director at Phillip Bates & Co Financial Services, has issued a warning to seek specialist advice before transferring your pension. “It is important to fully understand and appreciate the value of a guaranteed lump sum […]
Beware of Bitcoin
/in NewsBitcoin – a digital currency created in 2009, which uses decentralised technology rather than one central bank – is gaining more and more interest lately. Since it thrust itself into the mainstream some five years ago, Bitcoin has been a constant source of interest and confusion, but the currency has certainly garnered more attention recently. […]
We welcome withdrawal of stamp duty for first-time buyers in ‘positive’ Budget
/in NewsWe welcomed the announcement by Chancellor Philip Hammond in yesterday’s budget that stamp duty is to be abolished for first-time buyers purchasing properties worth up to £300,000. Phillip Bates & Co Chartered Financial Planners predicted a reduction in stamp duty for first-time buyers was likely, but that it would perhaps be a temporary one. So […]