Financial Focus: Spring 2019

In the Spring 2019 issue of Financial Focus, our wealth management team looks at:

  • Building your assets with infrastructure funds: Investment in energy and infrastructure can work to diversify your portfolio.
  • Ringing the changes of the new tax year: How will your tax planning be affected?
  • Self-employed pensions boost: Plans to cut class 2 NICs have been dropped which should benefit self-employed pensions.
  • Planning for the 100-year life: Be prepared, your chances of living to 100 may be higher than you think.
  • Keeping your head – the psychology of investment: Do you pay more attention to information that reinforces your views?
  • Just in case: protecting against income cuts: If you become eligible for universal credit you may also need a back up plan.

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.


By submitting this form, the data provided will be used to perform your request according to our privacy policy.