Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?
Friday 17 January 2020
As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.
Latest News
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
LGT Vestra December Market Review Summary
Monday 6 January 2020
LGT Vestra reviews the equity markets for December 2019
What are your financial goals for 2020?
Tuesday 10 December 2019
Our Lonsdale Wealth Management independent financial advisers recommend reviewing your financial priorities in January 2020 ahead of the new tax year.
Lonsdale issue a new inheritance tax brochure to assist with estate planning
Friday 29 November 2019
This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.
Survey shows investors benefit from using the services of a financial adviser
Tuesday 19 November 2019
If you want to achieve your lifetime financial goals working with a financial adviser can help.
How to combat inflation - the enemy of retirees
Monday 11 November 2019
Anyone on a fixed income will know the painful effect inflation can have on their expenditure. Read more to understand how it affects your savings
Ray McHugh, IFA - Companies should consider business protection planning
Thursday 31 October 2019
For effective business protection planning we recommend to have the business owners insured personally.
LGT Vestra Q3 Market Review Summary
Tuesday 29 October 2019
LGT Vestra reviews the equity markets for Quarter 3 2019
What are your pension options when you retire?
Friday 25 October 2019
Lonsdale Wealth Management's team of qualified independent financial advisers offer pension advice to anyone looking for income in retirement.
Lonsdale Runners complete 10-mile challenge for Alzheimer’s Society
Tuesday 22 October 2019
Lonsdale colleagues Deb Nolan, Tracy Gannon and Allan Ross completed the 10-mile Asda Foundation York challenge on the 20th October.
Need financial planning advice?
If you would like a free initial financial planning review, complete the form below, or contact our St Albans, Barnet, Harpenden, Leeds & Bradford, Stafford, Ringwood, Ware, Wimbledon or Chippenham office.
