News archive

When it comes to gifting, the impacts of Inheritance Tax can be hard to factor in – but keeping proper records, using the IHT403 form, can ensure you don’t get caught out.

With HMRC investigations becoming more targeted, we look at what watch out for – and the action you can take to protect your finances.

It’s been a fortnight to remember at Montgomery Charles, as we experienced success at two major award ceremonies.

Chancellor Rachel Reeves has delivered her spring fiscal update: here’s everything you need to know.

Cash and Lifetime ISAs can deliver real benefits for investors – but are things set to change?

Despite increasing in last year’s autumn Budget, speculation is rife that CGT is due to rise again in 2025 – but is it all just hot air?

Following the autumn Budget, changes to inheritance tax could have dire consequences for businesses without a plan.

Rumours about a ‘Labour retirement tax’ show no sign of going away, but it is something you should be concerned about?

Gifting out of surplus income is an often-overlooked way of reducing your Inheritance Tax obligations – but what does it actually involve?

Chancellor Rachel Reeves has unveiled the first Labour Budget in nearly 15 years, and it’s certainly landed with a bang. Read our analysis in full

The introduction of VAT on school fees is set to impact many families, but good financial planning can be an essential tool for those looking to mitigate the extra cost.

Modern-day scams are becoming more and more sophisticated. All most of us want is some peace of mind – but how can we actually achieve this?

Labour’s public spending commitments raise the question: where’s the money going to come from? The answer could lie in your pension pot…

At a time of political upheaval, we explore the potential for IHT abolition and what it means for your finances.

Sir Keir Starmers ‘manifesto for wealth creation’ looks reassuring for investors on paper. But dig a little deeper, and there are some key developments to be aware of.

The debate between investing in rental properties or plunging into the stock market is a tale as old as time. But with property looking less and less attractive, is that decision becoming easier?

In excellent news for clients holding TAM Fundforce investments, Montgomery Charles has successfully challenged the VAT status of our fees in relation to managed portfolio services.  

When it comes to the idea of early retirement, 55 is the age that most people have in their head. But can it be done? Our guide reveals all.

The Chancellor of the Exchequer, Jeremy Hunt, has unveiled his 2024 Spring Budget. Explore the headlines and find out what it means for you with our easy-to-digest guide.

Think your pension will look after itself? Think again. if you have taken an NHS pension out in the last few years, immediate action could be required, writes James Whittington.

We recently had cause for celebration as one of advisers achieved a significant personal milestone – in the process significantly enhancing the quality of our service to clients.

Timing the market is never easy, and at Montgomery Charles we believe it’s generally best to play the long game. But falling inflation could be a reason for potential investors to take notice, argues our CEO Mike Marigold.

Jeremy Hunt, the Chancellor of the Exechequer, has delivered the Autumn Statement. Here, our CEO Mike Marigold picks out the key headlines, and summarises what the Statement might mean for you.

When you pass away, your estate can get taxed by as much as a whopping 40% – unless you’ve had the foresight to plan ahead…

For most dentists, property can make up a significant proportion of the assets they hold. But does it deliver the best financial returns? Tim Collyer, Chartered Financial Planner at Montgomery Charles, investigates.

Chartered Financial Planner Tim Collyer presents a case study of how we helped one couple transform their approach to passing on wealth.

How early do you need to plan for retirement? We reveal why, when planning for your future, it’s best to take action sooner rather than later.

Who are the ‘Famous Five’ of the stock exchange – and how does their dominance affect the approach of portfolio managers?

I’ve been paying into a pension all my life because I was told it was ‘the right thing to do’ and now they’ve moved the goal posts… again! – Sound familiar?

Death can be a tricky subject to broach, so we’re just going to dive right in here and talk about it, and what happens afterwards (in a strictly non-spiritual sense!)