Your Future.
Your Way.
Insightful, cost effective advice tailored to you
Your Future.
Your Way.
Insightful, cost effective advice tailored to you
Latest Article
Ian Evans Reaches 10 Years as a SOLLA Accredited AdviserFiveways Head of Later Life Advice, Ian Evans has recently been through his 10 year assessment as a member of the Society of Later Life Advisers, which is known as the “Gold Standard” of Later life advice. To be accredited as a SOLLA adviser members need
Posted by: Jon Lawson
How Should You Respondto Rising Interest Rates?What are interest rates?Interest rates are the cost of borrowing money or the return on investment for lending money. Interest rates play a crucial role in the economy and financial markets as they influence borrowing and spending behaviour, investment decisions and overall economic activity.The Bank of England uses interest
WHAT ARE MY OPTIONS? Inheritance tax aka iceberg tax Here at FiveWays we sometimes refer to inheritance tax (IHT) as an iceberg tax. You don’t always see it coming, but there can be a whole lot of trouble hidden beneath the surface.The first rule of IHT is that you do not usually have to pay it
Analysing the…Budget for GrowthThe Chancellor Jeremy Hunt’s Budget last Wednesday (15 March) had one overarching goal: to steady the ship of the British economy amidst banking turmoil in the United States.Hunt’s Budget also provided an opportunity for the Chancellor to distance himself from the disastrous ‘mini’ budget of his predecessor Kwasi Kwarteng back in September.Therefore,
New Year, New Taxes:How to Navigate New Capital Gains Rules Benjamin Franklin famously said ‘Nothing is certain except death and taxes.’ Tax is a part of life, and this year most of us are all going to be paying more of it. Britain has entered a high tax era and it is important for financial
We’re wrapping things up for Christmas… In a year that has seen dawn of the Carolean era, 2022 has been the year during which we saw success for the England Lionesses in EURO 2022, further success for the England ODI team in Australia, and the continued resurgence of the England Test Match team under the
The Autumn Statement – What was Announced and How it Affects You On the back of months of economic turmoil, the Chancellor Jeremy Hunt’s autumn statement aimed to stabilise jittery markets and restore confidence in the British economy.And much to his undoubted relief, unlike his predecessor Kwasi Kwarteng, Jeremy Hunt’s autumn statement did not trigger
When Kwasi Kwarteng stood up to present his “mini budget” (aka “Growth Plan”) on 23rd September, he was unlikely to have considered quite how dramatic the Financial markets response would be.Pulling in opposite directionsMeanwhile, the Bank has continued to warn of higher inflation on a CPI (Consumer Prices Index) basis, raising its estimate for the
The Bank of England (BoE) has raised its main policy interest rate, or the Bank Base Rate, from 1% to 1.25%, in line with consensus expectations.The move, however, disappointed some investors who were hoping for a larger rise following the 0.75% increase in the US federal funds rate earlier in the week.Three of the nine-member
Congratulations Hannah We are delighted to announce that Hannah Newbery has achieved the ‘STEP Certificate for Financial Services – Trusts and Estate Planning’.The certificate covers a wide range of subjects including domicile and residence, intestacy rules and the importance of making a will, making best use of Inheritance Tax (IHT) exemptions and reliefs, options for
