News

Managing Brexit risk within an investment portfolio

18 Oct 2018

The UK is set to leave the EU on 29 March 2019 but negotiations remain stuck on two key issues; the UK’s future trading relationship with the EU and how to avoid a hard Irish border

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Putting the recent market volatility into context

17 Oct 2018

Global markets have been unusually weak over the first few weeks of the new quarter.

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Passing your estate on to the next generation

17 Oct 2018

Clients are often interested in passing wealth to future generations in a tax efficient manner. Determining the best method requires a consideration of the costs, tax consequences and control required.

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Important changes to the Childcare Vouchers scheme

11 Oct 2018

Due to the introduction of the Government’s new Tax-Free Childcare scheme, Employer-Supported Childcare is closed to new entrants as of 4th October 2018.

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NW Brown appoints new Chartered Financial Planner

7 Sep 2018

NW Brown Wealth Management are pleased to announce the appointment of Mike Trawford to the position of Financial Planner.

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Estate Planning Options

16 Aug 2018

A concern for many of our clients is the level of Inheritance Tax which their loved ones may be required to pay upon their death. 

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Statutory Minimum Auto-Enrolment Pension Increases - April 2019

18 Jul 2018

The mandatory minimum contribution increases mentioned in our February newsletter took place on 6 April 2018 and a further rise will take place on 6 April 2019.

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Scheme Certification Certificate

18 Jul 2018

It is a statutory requirement that all eligible jobholders are auto enrolled into a qualifying workplace pension scheme that meets the statutory minimum contribution levels (qualifying earnings) or any of the alternative contribution definitions.

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Pension Schemes and Default Funds

18 Jul 2018

A recent survey carried out by AON found that forty per cent of default funds assume that the pension scheme member will purchase an annuity when they reach their selected retirement date. 

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Pension Contributions and Sick Pay

18 Jul 2018

We often get asked what happens to pension contributions when an employee is in receipt of statutory sick pay (SSP).

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Group Income Protection

18 Jul 2018

Have you considered adding a group income protection plan to your employee benefits package?

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Equitable Life to transfer to Reliance Life

17 Jul 2018

The board of Equitable Life have recently agreed to transfer its business, and all of its policies to Reliance Life, a specialist European Life Assurance Group responsible for approximately £24bn of assets for its policyholders.

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