Episode 48 – Cash vs investments
In this episode of our In the know podcast, we discuss the role cash plays within client portfolios and the considerations to note.
A post-Budget example: Inheritance Tax
From April 2027, pensions will form part of a person’s estate for Inheritance Tax (IHT) purposes. Our example scenario illustrates how this could impact your financial plan.
Lucas Fettes formally joins Brooks Macdonald Group plc
Lucas Fettes Financial Planning has formally joined Brooks Macdonald Group Plc, as part of the acquisition first announced in September 2024. The Financial Conduct Authority (FCA) has since granted regulatory approval, allowing the deal to be completed. Lucas Fettes will continue to integrate into the wider Brooks Macdonald group; however, our continued focus will be […]
Episode 47 – Addressing the Autumn Budget announcements
In this episode of our In the know podcast, we address the tax-related policies announced by Labour in the Autumn Budget.
Autumn Budget 2024: Summary for individuals
This Budget places an emphasis on public spending with important changes to Inheritance Tax and Capital Gains Tax.
Understanding investment risk
You must understand the level of investment risk you must take to achieve your objectives before committing any capital.
Lucas Fettes to become part of Brooks Macdonald Group plc
Lucas Fettes are to be acquired by Brooks Macdonald after a long and prosperous relationship. For more information, read our full article.
Episode 45 – Addressing speculation ahead of Labour’s first Budget
In this episode of our In the know podcast, we address some speculation surrounding what tax-related policies Labour may alter in the Budget.
Episode 44 – What to expect from your first financial planning meeting
In this episode of our In the know podcast, we reveal what to expect from your first financial planning meeting and how you should prepare.
Episode 42 – How to choose the right financial planner
In this episode of our In the know podcast, we discuss some of the things you must consider when seeking a financial planner to assist you.
