Financial Focus: Summer 2018

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

  • A new era for venture capital trusts and enterprise investment schemes
    New rules mean venture and enterprise investment has become riskier.
  • Which ISA is right for you?
    With the new, larger ISA family, there are various ways to save your money. But which is the right choice in each situation?
  • UK dividends continue to perform
    Despite recent volatility, dividends from UK shares remain full of potential for investors.
  • Reduced protection for mortgage payments
    Those struggling to meet mortgage payments will now get a loan, not benefit, from the government.
  • Stuck in frozen tax thresholds?
    Frozen tax thresholds can have the same effect as reductions, and we look at strategies for dealing with them.
  • Interest rates are set to rise
    After being held at record lows, UK interest rates look set to rise this year. So what does this mean for your money?

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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