Building long-term relationships is essential in being able to provide the best possible financial advice. We had a really good example of this recently when a couple, in their 60s, who we have advised for over 10 years, made an appointment to see us. The meeting was a little bit different because they asked if […]
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 Lowe2017-06-22 14:35:372017-06-22 14:35:37Keeping it in the family
Is there a charity that means a lot to you? Well, why not nominate it for our upcoming Charity of the Year?! We are looking to raise money for a deserving local charity and we want YOU to be involved. So, who would choose and why? Let us know on Twitter – @batesandco – or […]
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 Lowe2017-04-12 14:25:432017-04-12 14:25:43We want you to choose our Charity of the Year!
In our January newsletter, we outlined Theresa May’s 12 objectives as she laid out her vision post-Brexit Britain. Since then, there have been a handful of developments in the UK leaving the EU. Article 50 has been triggered, which formally begins the Brexit process. EU Council President, Donald Tusk, has since said the other European […]
We’re proud to announce our new partnership with Caldy Cricket Club. The renowned Wirral club, set in National Trust land with stunning views over the Dee Estuary to Wales, is inviting local businesses to become part of its ‘Nifty 50’ scheme. Nifty 50, so-called to mimic a batsman who raises his bat on reaching 50 […]
Last month’s Budget saw the news that 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 announcement also affects investors who have portfolios of shares held outside Isas or pensions. The change will come into effect in April 2018. […]
https://pbatesfs.co.uk/wp-content/uploads/2017/04/Money-RZ.jpg6671000Sarah Lowehttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngSarah Lowe2017-04-12 14:19:362017-04-12 14:20:06Dividend tax blow announced for shareholders and business owners
Keeping it in the family
/in NewsBuilding long-term relationships is essential in being able to provide the best possible financial advice. We had a really good example of this recently when a couple, in their 60s, who we have advised for over 10 years, made an appointment to see us. The meeting was a little bit different because they asked if […]
We want you to choose our Charity of the Year!
/in NewsIs there a charity that means a lot to you? Well, why not nominate it for our upcoming Charity of the Year?! We are looking to raise money for a deserving local charity and we want YOU to be involved. So, who would choose and why? Let us know on Twitter – @batesandco – or […]
Government triggers Article 50 to begin Brexit
/in NewsIn our January newsletter, we outlined Theresa May’s 12 objectives as she laid out her vision post-Brexit Britain. Since then, there have been a handful of developments in the UK leaving the EU. Article 50 has been triggered, which formally begins the Brexit process. EU Council President, Donald Tusk, has since said the other European […]
We’re one of Caldy Cricket Club’s Nifty 50!
/in NewsWe’re proud to announce our new partnership with Caldy Cricket Club. The renowned Wirral club, set in National Trust land with stunning views over the Dee Estuary to Wales, is inviting local businesses to become part of its ‘Nifty 50’ scheme. Nifty 50, so-called to mimic a batsman who raises his bat on reaching 50 […]
Dividend tax blow announced for shareholders and business owners
/in NewsLast month’s Budget saw the news that 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 announcement also affects investors who have portfolios of shares held outside Isas or pensions. The change will come into effect in April 2018. […]