Newsletter

Autumn 2018 Bulletin

Please click here to access our Autumn Bulletin.

The highlights of this Bulletin include:

  • Forward planning for the Budget
  • Caught by the pension tax trap?
  • Illuminating fund fees
  • NS&I limits investments
  • Financing a child's future
  • Auto enrolment six years on
  • The ins and outs of market indices
  • Thinking of making lifetime gifts?
  • In the top 10%?

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

We have been recommending our clients to Highwood for over ten years. Michael Gould and his team have continually exceeded their expectations. Highwood is our preferred recommendation for all our clients’ financial services needs.

Howard Rissen
Partner, Business Orchard

My accountant recommended that I should take advice from a different independent financial advisor four years ago, as my investments were scattered and not especially tax efficient.  They recommended I meet Highwood.

I met Michael Gould of Highwood at my accountants office in 2013 and quickly realised that I should appoint them.  I gave them details of all my assets and they took approximately a month to prepare a thorough written investment report which we followed up with a further meeting. On their advice I gradually changed various holdings including organising my SIPP and setting up Educational trusts for my grandchildren etc.

I have been very impressed after three years with the performance of my portfolio and especially the efficient quiet way that they have responded to my requests. I now have an annual meeting with Highwood to receive a written report and in the Interim they deal with my requests quickly and efficiently in correspondence and by phone. All the team at Highwood appear to be very professional and I have no hesitation in recommending them

David Cons FRICS