Financial Focus: Summer 2021

In the Summer 2021 issue of Financial Focus, our wealth management team looks at:

  • Dividends recover in 2021: Shareholder payouts are looking up
  • The future of inheritance tax: Changes are due, but will they work for you?
  • The rise of second homes: Stamp duty holiday drives increase in property ownership
  • Tax planning for families: Couples can minimise their tax bill
  • Portfolio rebalancing: Actively managing portfolios can keep investments on track
  • Responsible investing and greenwashing: Sustainable funds

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.

NICOLA HALL

BILSHAN MENSAH

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 DIMMER

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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