Brexit and Clients’ Holiday Homes

Do you have clients who own holiday homes or other properties in Europe?   If so, you have probably advised them that they do not have to worry about the possibly complex provisions of the succession laws of France, Spain, or wherever else these properties may be...

The Budget Report for Financial Advisers

Contrary to the expectation of many commentators there were a number of quite significant announcements in the 2016 budget. Several of these were particularly relevant to us as financial advisers and to our clients, particularly those who are small business owners.  ...

The Referendum and Client Investments

Last Friday we heard the news we had all been expecting.  The referendum on whether or not the UK should remain in the European Union will be held this June.  On 23rd of June to be precise.   You are probably fed up with reading arguments about why we should remain in...