We continue to be shocked and concerned at the unfolding humanitarian crisis in Ukraine and the senseless loss of life. I have had a few questions from clients asking how the conflict and the sanctions being imposed on the Russian regime may affect portfolios. The reassuring answer I can give you is that our clients’ […]
https://pbatesfs.co.uk/wp-content/uploads/2022/03/pexels-photo-11477798.jpeg15002132EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-03-27 20:49:432022-03-27 20:49:44Ukraine: An Update
The Chancellor’s Spring Statement did not make for easy listening last week. Rishi Sunak’s announcements on the raising of the National Insurance threshold by £3,000 and the 5p a litre cut in fuel duty were welcome. Likewise, the promise that he would reduce the basic rate of income tax from 20p to 19p in 2024 […]
This month will see Jan Jones, one of our colleagues at Phillip Bates & Co, raising money for children’s hospice Claire House, by trekking in the Himalayas. Jan, part of our accountancy team, will be travelling to Nepal to trek to Everest Base Camp, a trek of over 80 miles at high altitude and temperatures […]
https://pbatesfs.co.uk/wp-content/uploads/2022/03/pexels-photo-4360449.jpeg15002000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-03-07 22:16:322022-03-07 22:16:58Jan to undertake Himalayas trek to raise money for Claire House
Waking up to reports this morning of an assault on Ukraine, one’s first thoughts are with potential loss of life and liberty and, sadly, how this may affect the rest of the world. There was an absolute inevitability that markets would fall sharply first thing. This is the result of uncertainty, more sellers than buyers, […]
https://pbatesfs.co.uk/wp-content/uploads/2022/01/Bates-FS-Team-photo.jpg6671000EdwardLambhttps://pbatesfs.co.uk/wp-content/uploads/2016/02/logo-fs-1.pngEdwardLamb2022-02-24 09:10:292022-02-24 09:29:49Ukraine: Diversified, global approach key at times of crisis
You may have seen some headlines recently about the Trust Registration Service (TRS), which was established by HMRC in 2017. The TRS is a register of the beneficial ownership of trusts and new rules introduced on October 6, 2020, extended the scope of the trust register. Trustee clients need to be aware of their obligation […]
Ukraine: An Update
/0 Comments/in News /by EdwardLambWe continue to be shocked and concerned at the unfolding humanitarian crisis in Ukraine and the senseless loss of life. I have had a few questions from clients asking how the conflict and the sanctions being imposed on the Russian regime may affect portfolios. The reassuring answer I can give you is that our clients’ […]
Spring Statement highlights inflation concerns
/0 Comments/in News /by EdwardLambThe Chancellor’s Spring Statement did not make for easy listening last week. Rishi Sunak’s announcements on the raising of the National Insurance threshold by £3,000 and the 5p a litre cut in fuel duty were welcome. Likewise, the promise that he would reduce the basic rate of income tax from 20p to 19p in 2024 […]
Jan to undertake Himalayas trek to raise money for Claire House
/0 Comments/in News /by EdwardLambThis month will see Jan Jones, one of our colleagues at Phillip Bates & Co, raising money for children’s hospice Claire House, by trekking in the Himalayas. Jan, part of our accountancy team, will be travelling to Nepal to trek to Everest Base Camp, a trek of over 80 miles at high altitude and temperatures […]
Ukraine: Diversified, global approach key at times of crisis
/0 Comments/in News /by EdwardLambWaking up to reports this morning of an assault on Ukraine, one’s first thoughts are with potential loss of life and liberty and, sadly, how this may affect the rest of the world. There was an absolute inevitability that markets would fall sharply first thing. This is the result of uncertainty, more sellers than buyers, […]
Important Changes to Trusts
/0 Comments/in Uncategorised /by EdwardLambYou may have seen some headlines recently about the Trust Registration Service (TRS), which was established by HMRC in 2017. The TRS is a register of the beneficial ownership of trusts and new rules introduced on October 6, 2020, extended the scope of the trust register. Trustee clients need to be aware of their obligation […]