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 […]
https://pbatesfs.co.uk/wp-content/uploads/2017/04/DOCS-SML.jpg10002000Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-04-12 14:05:582017-04-12 14:05:58Have you included a discretionary trust in your will?
Our long-serving office administrator Sheila Ewing is retiring in July after more than 20 years’ with Phillip Bates Financial Services and, prior to this, our sister business, Phillip Bates & Co. We are therefore starting to recruit Sheila’s successor. Excellent office administration skills allied to experience in the financial services sector are required for this […]
The last couple of weeks have seen the longest run of daily rises on the FTSE 100. For 14 consecutive days, the FTSE climbed that little bit further, eventually peaking at 7,338 points. In total, the FTSE achieved a new record level by the close of business each day from December 28th until Friday 13th […]
In our November newsletter, we revealed just how dramatically the value of some final salary pensions have risen since the Brexit vote last summer. Pressures on some pension schemes had led to some making hugely inflated offers to people to swap future income for a cash lump sum. We have seen cases where the transfer […]
Our sister company, Phillip Bates & Co chartered accountants is one of the founders of the Neston and District Community Fund. The Fund, which was launched in 2015, wants to hear from organisations tackling social issues such as youth crime, drug rehabilitation and elderly isolation. It was set up to specifically support the work of […]
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 Lowe2017-01-19 13:36:282017-01-19 13:36:28Neston Fund appeals for projects
Have you included a discretionary trust in your will?
/0 Comments/in News /by Sarah LowePhilip 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 […]
Office Administrator Needed
/0 Comments/in News /by Sarah LoweOur long-serving office administrator Sheila Ewing is retiring in July after more than 20 years’ with Phillip Bates Financial Services and, prior to this, our sister business, Phillip Bates & Co. We are therefore starting to recruit Sheila’s successor. Excellent office administration skills allied to experience in the financial services sector are required for this […]
Record rises on FTSE 100
/0 Comments/in News /by Sarah LoweThe last couple of weeks have seen the longest run of daily rises on the FTSE 100. For 14 consecutive days, the FTSE climbed that little bit further, eventually peaking at 7,338 points. In total, the FTSE achieved a new record level by the close of business each day from December 28th until Friday 13th […]
Final Salary Pension Latest
/0 Comments/in News /by Sarah LoweIn our November newsletter, we revealed just how dramatically the value of some final salary pensions have risen since the Brexit vote last summer. Pressures on some pension schemes had led to some making hugely inflated offers to people to swap future income for a cash lump sum. We have seen cases where the transfer […]
Neston Fund appeals for projects
/0 Comments/in News /by Sarah LoweOur sister company, Phillip Bates & Co chartered accountants is one of the founders of the Neston and District Community Fund. The Fund, which was launched in 2015, wants to hear from organisations tackling social issues such as youth crime, drug rehabilitation and elderly isolation. It was set up to specifically support the work of […]