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Blog

26 Mar

Spring Statement 2025 - a snapshot.

Our team is closely following the impact of today’s ‘Spring Statement’ by Chancellor Rachel Reeves. We’ve picked out the five key things you need to…

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19 Mar

Family (financial!) planning tips before changes

Preserve Child Benefit Eligibility Child benefit eligibility is impacted by the highest earner’s adjusted net income. The benefit begins to reduce at £60,000 and disappears…

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26 Feb

is an annual bonus tax efficient?

Can you make your annual 'bonus' tax efficient by maximising relief?

Professional tax planning should be an ongoing process, but year-end decisions are critical. In most cases, unused allowances cannot be carried forward beyond the tax…

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25 Feb

Why smart planning makes sense...as April 2025 looms.

Lifetime Allowance (LTA) No Longer Applies With the abolition of the lifetime allowance charge, those who previously held off on pension contributions due to LTA…

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24 Feb

Two good reasons to add to your pension pot before April 2025.

As the tax year draws to a close and the impact of the recent Budget is kicking in, it’s an opportune time to review your…

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30 Oct

Budget 2024 - a snapshot from Gresham

Budget 2024: a snapshot summary

With immediate effect, the lower rate band of capital gains tax has risen from 10% to 18%, while the higher rate has moved from 20%…

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09 Oct

Breakfast masterclass at Gresham

Today (October 9th 2024) we were delighted to host our regular ‘Masterclass’ event for professional advisors. Max McKechnie of JP Morgan Asset Management delivered an outstanding presentation that brought…

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01 Jun

David Kershaw

Growth at Gresham

We are delighted to confirm the appointment of experienced paraplanner David Kershaw as a technical analyst at Gresham. David has spent more than 25 years…

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24 Apr

Research Reveals Lack of Confidence in Accessing Pension Savings

Recent research by Standard Life has revealed that more than three-quarters (77 per cent) of adults in the UK do not feel confident about accessing…

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24 Apr

NS&I Launch British Savings Bonds

The launch of NS&I’s new ‘British Savings Bonds’ is an interesting development for savers and investors alike. Announced in the Chancellor’s Spring Budget in March…

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06 Apr

How to Get Ahead this New Tax Year

Several of the tax and investment allowances afforded to individuals come to an end on 5th April each year, with a new set coming into play…

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26 Feb

Cost of a ‘Moderate Retirement’ Jumps by over 25%

The Pensions and Lifetime Savings Association (PLSA) has recently conducted research revealing that a couple now needs £43,100 as an annual income in retirement to…

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I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

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We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.