Financial Focus: Autumn 2018

In the Autumn 2018 issue of Financial Focus, our wealth management team looks at:

  • Don’t be caught by the pension tax trap
    You may be over-taxed on your first pension lump sum withdrawal.
  • Financing a child’s future
    Supporting children financially is a long-term task that could need careful planning.
  • Auto enrolment six years on
    Workplace pension membership is rising, but will your savings be enough in retirement?
  • Shedding light on fund fees
    Despite efforts to improve the situation, fund fees are still complex to understand.
  • Thinking of making lifetime gifts?
    The current generous treatment of gifts could be changed in the next Budget.
  • The ins and outs of market indices
    Successful investment strategies should remember that companies in indexes can change regularly.

You can read Financial Focus by clicking below.

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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