I am comfortable in the knowledge that if I need advice or help I will get it right away from Broadway Financial Planning.
Welcome to our Summer edition of our newsletter and it seems we are finally enjoying some beautiful weather. Firstly, may I take this opportunity to thank all of you who so kindly donated to Pancreatic Cancer UK in respect of our Midsummer Challenge. You will see below that it proved quite a challenge but hugely rewarding and worthwhile for all involved.
As I write, we are waiting to see the outcome of the challenge for a new Prime Minister, and the political turbulence continues to dominate our news and the investment volatility. We were interested to read 7IM’s view on politics recently and the effect on investment performance and hope you will enjoy the article from Ahmer Tirmizi.
Deadlines are looming in respect of Help to Buy ISAs and when Capital Gains Tax (CGT) will fall due on the sale of residential property. If you think either of these will affect you, then please get in contact.
We’re very excited about our upcoming “Estate Planning” seminar on 19th September with leading lawyers, Charles Russell Speechlys. This is an area that we regularly discuss with clients but not necessarily with their families…and indeed, not even with our own. I recently found out that my 80 year old father had no idea I could give him some guidance with his own planning! Full details will shortly be on our website and we will be inviting you directly in due course.
I hope you enjoy the rest of the summer…I’m off to the Emerald Isle so hoping the sunshine continues there.