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Latest News & Announcements

15th April 2020

The importance of Lasting Powers of Attorney Copy

There are two types of LPA. Firstly, there is a ‘property and financial affairs’ LPA, which gives the attorney(s) the power to make decisions in relation to the donors finances etc.

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15th April 2020

ISA allowances for the current tax year

Your personal ISA allowance for the tax year 2020/21 is £20,000, which has remained unchanged from the previous tax year.

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25th July 2019

Potential changes to Trust registration

From March 2020 the majority of trusts will need to be registered with the Trust Registration Service (TRS), and not just those with a ‘tax consequence’.

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30th June 2019

Changes to Private Residence Relief

Currently if a person sells the residential property they have owned since buying it, any gain should be exempt from capital gains tax.

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30th May 2019

ISAs – 20 years old

This year ISAs reach their 20th birthday, they have evolved over this time to play an important role in shaping and influencing how you can organise wealth to achieve your life goals.

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24th January 2019

Presentation of team kit

We are pleased to sponsor the team tracksuits for Worle based Priory Puma’s under 14’s football team and wish them every success for the remainder of the season.

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30th November 2018

‘Reflex’ – Proactively managing our clients’ wealth for 10 years

We developed and launched Reflex in 2008 to meet the growing investment needs of our clients.

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