Financial Focus: Autumn 2017

In the Autumn 2017 issue of Financial Focus, our wealth management team looks at:

  • Personal lending
    The rate at which personal lending is rising is worrying the Bank of England, with many people uninsured for rising levels of debt.
  • Elections, Budgets and Bills
    With a second Finance Bill on the horizon, uncertainty is making efficient tax-planning difficult.
  • Inheritance tax receipts
    The IHT tax take broke through the £5 billion level this year
  • ISA allowance
    How can you effectively manage tax and other considerations if you find yourself with additional funds over and above your £20,000 ISA allowance?
  • Funding a degree
    Students in England are now likely to graduate with debts of £50,000

For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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