Financial Focus: Winter 2019/20

In the Winter 2019/20 issue of Financial Focus, our wealth management team looks at:

  • Pension allowance tax traps? Thousands face unexpected tax charges on their pension contributions.
  • Reversals of fortune – the value versus income challenge. As market norms have shifted, how can you find the investment mix you need?
  • All change on company car tax: New emissions standards will see big changes to car tax scales.
  • Easier being green – investing on principle: There are a number of options to extend your principles to your investments.
  • It won’t happen to me… protecting your income: Recent high profile company failures highlight how uncertain your income could be.
  • Five ways to develop better spending habits: Spending strategies to help you save

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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