I met a business man recently who was finding the going rather mixed. ‘Could be better, could be worse’
Our Chancellor, Philip Hammond MP, stood at the despatch box at lunchtime on 13 March 2018 to deliver the new style Spring Statement.
The next edition of the newly expanded Chapters Financial Newsletter is due out in mid-May 2018 and we have started to prepare the text for the important topics that we want to cover.
We have said before that inheritance tax is usually an emotional topic.
Starting with the end in mind is never a bad thing, as an objective. And knowing where you are now and where you want to be can make planning clearer.
I had the opportunity to visit the Far East just before Christmas 2017.
To me, there is something comforting about maintaining a financial planning service which is aimed at a long term relationship with clients. Why?
The festive season is here and we would first of all like to wish all of our clients, contacts and enquirers a very happy Christmas.