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Latest News

19 Feb

The Clock is Ticking – Things to Consider Prior to the Tax Year End

This time of year is always a busy one for financial advisers. As the dawn of the new tax year approaches on 6th April, clients…

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10 Feb

Full House For First Masterclass of the Year

The first Gresham Masterclass of the year was received with enthusiasm by local professionals, with a capacity turnout today. The event, which was the first…

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03 Feb

Change to Office Opening Hours

Following a staff consultation, Gresham Wealth Management has decided to change its office opening hours. Taking effect from 1st February 2016, the office will now…

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28 Jan

Pension Update and Economic Forecast to Feature in February Masterclass

We are delighted to announce that we will be holding a new masterclass event on Wednesday 10th February. For this event, we have chosen the…

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11 Jan

Inheritance tax planning - gold eggs in nest

Higher Earners and the Tapered Annual Pension Allowance

What is the tapered annual allowance? High earners need to be aware that from the 6th April 2016 their annual allowance for pension contributions may…

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07 Jan

Daniel Ardren joins Gresham Wealth Management in Hale

New Year, New Recruit!

We’re delighted to announce that we have started the year with a new addition to the team! Daniel Ardern joins Gresham as a Paraplanner to…

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18 Dec

Gresham Team Give the Gift of Christmas to Local Families

The team at Gresham Wealth Management have spread a little Christmas cheer by supporting the Friends of Brooklands Sure Start Children’s Centre. The team raised…

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11 Dec

Inheritance tax planning

Inheritance Tax Planning - Business Property Relief

Last month we held the latest of our Professional Masterclass series, this time focusing on Inheritance Tax. With this in mind, we thought it would…

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01 Dec

Autumn Statement - Financial Planning Highlights

On Wednesday 25 November the Chancellor George Osborne presented the first Autumn Statement of this Parliament along with the Spending Review. Covering a number of…

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25 Nov

Award winning financial adviser

Becky Scoops ‘Finance Professional of the Year’ Title

  Gresham financial adviser Becky Sugden has been awarded the title of ‘Finance Professional of the Year’ at a recent awards ceremony. Becky, who offers…

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06 Nov

Inheritance tax planning - gold eggs in nest

Inheritance Tax Reforms – What do you Need to Know?

The Chancellor’s emergency budget back in July brought about many changes that impact future financial planning. One widely welcomed announcement was the introduction of main residence…

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28 Oct

Inheritance Tax Masterclass

Great Feedback from Final Masterclass of the Year

Our third and final masterclass of 2015 took place last week and we received some excellent feedback. Following on from changes announced by the government…

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