I first met Keri when my late husband sold his company shares and we turned to Broadway Financial Planning for investment advice. Keri quickly impressed us with her vast knowledge and understanding of the financial marketplace and global economies.
Despite the current bout of cold weather, hopefully Spring is on the way! Here at the office, the snowdrops and crocuses are in abundance and leaving the office in daylight is very welcome at the end of the day.
It seems strange to not be planning for the Spring Budget this month but there seems to have been a flurry of activity in respect of Estate Planning so the Chancellor clearly has plenty on his plate!
In this newsletter, we’ve provided a short round up of some of the major changes which we will be discussing with you, where relevant, in due course. We hope you find this useful but if you would like to discuss your Estate Planning with us in the meantime, please don’t hesitate to get in touch.