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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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14 Dec

The Importance of Safeguarding Your Digital Legacy

As technology continues to advance at an unprecedented pace, our lives have become increasingly intertwined with the digital world. From online banking to social media…

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13 Dec

Autumn Statement 2023 – The Devil is in the Detail

This last fiscal Statement of 2023 has been and gone without a great deal of fanfare. The Chancellor announced various measures designed to stimulate growth…

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12 Sep

Wills and Charitable Giving: A Powerful Combination for Estate Planning

When it comes to estate and financial planning, much of the focus is often on ensuring your estate is effectively distributed amongst family members and…

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12 Sep

Inheritance Tax Receipts on the Rise

In recent years, inheritance tax (IHT) collections have seen an unprecedented rise, leaving many individuals and families concerned about the financial implications of passing on…

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22 Jun

Investing for Children – Some Quirks to Consider

As parents, we want the best for our children, and it’s natural to want to give them a head start in life. One of the…

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