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Autumn 2019 Bulletin

Please click here to access our Autumn Bulletin.

The highlights of this Bulletin include:

  • The lasting power of peace of mind
  • Simplifying IHT rules?
  • Future-proofing your finances
  • Mind the insurance gender gap
  • Taking the long view on your investments
  • Homing in on capital gains
  • Time for a university fees shake-up?
  • Workplace pensions - good start but not enough
  • Goodbye, Help to Buy ISA...

We hope you find it useful and interesting.

If you have any questions about the contents of this bulletin or how any aspects of your tax and financial planning may be affected by recent changes, please get in touch with us to discuss them.

The information regarding taxation is based on our understanding of law, HM Revenue & Customs practice and current legislation, which may be altered and depends on the individual financial circumstances of the investor. The value of investments may fall as well as rise.

Testimonials

My husband and I have been with Highwood for three years. After our previous experiences with financial advisers, it was an enormous relief to find someone who explains everything in language we understand, who sets out the detail of our investments and importantly any charges incurred in a transparent way, and who always responds quickly to any queries we have. We came to Highwood at a time when we had to sort out my mother’s estate and had lots of decisions to make. Michael ‘held our hand’ through the process, and helped to clarify the options we had, and made it all feel much less daunting. We would (and do) highly recommend Highwood.

Mrs Jill Russell

Like many people I have used a number of financial advisers. The service at Highwood is the best. Their advice is tailored to my needs, they are always available and it’s delivered in a professional and balanced manner.

Paul Hodgetts