News archive

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Client ZoneNews
December 4, 2024

Understanding gifts out of surplus income: A guide to reducing Inheritance Tax 

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

Client ZoneNews
October 31, 2024

Your guide to the Autumn Budget 2024: How does it impact you?

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

school exercise book Client ZoneNews
September 30, 2024

Smart financial planning: How to navigate VAT on school fees

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.

Client ZoneNews
September 12, 2024

Have I been scammed? How to protect yourself from becoming a victim

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?

three generations of a family out walking Client ZoneNews
August 30, 2024

Tax relief on pension contributions: Is time running out to take advantage?

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

Close up of several generations of a family holding hands Client ZoneNews
July 24, 2024

Will inheritance tax be abolished?

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

Client ZoneNews
June 19, 2024

What the Labour manifesto 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.

Client ZoneNews
May 28, 2024

Property versus stocks and shares: how best to invest?

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?

Client ZoneNews
May 10, 2024

Montgomery Charles secures over £500,000 VAT Refund for TAM Fundforce Clients

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.  

Couple relaxing on beach at sunset Client ZoneNews
April 10, 2024

Can I retire at 55?

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.

News
March 8, 2024

Have you got a pensions black hole?

Many of our newest clients have significantly lower NHS pension forecasts than the generation before them. What does that mean for their retirement planning, asks Chartered Financial Planner James Whittington.

Client ZoneNews
March 7, 2024

Your Guide to the Spring Budget 2024

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.

Client ZoneNews
February 28, 2024

Huge changes to the Lifetime Allowance and Annual Allowance – and what this means for you

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.

Client ZoneNews
December 21, 2023

Montgomery Charles adviser achieves unprecedented STEP qualification

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.

Client ZoneNews
December 7, 2023

Is Now a Good Time to Invest? Insights from Decades of Market Wisdom

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.

Client ZoneNews
November 23, 2023

Your Guide to the Autumn Statement 2023

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.

Client ZoneNews
November 13, 2023

Passing on your estate: Are you missing a trick when it comes to inheritance?

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…

Client ZoneNews
October 19, 2022

Is property a good investment for dentists?

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.

Client ZoneNews
October 19, 2022

Generational Wealth – Don’t let Inheritance Tax be the largest beneficiary

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

Client ZoneNews
December 22, 2021

Successful Dentists Think Ahead and Plan

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.

Client ZoneNews
September 12, 2018

Famous Five Save Global Markets

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

News
September 11, 2018

Recruiting the perfect fit

We all know it’s important to hire the right person for the job – you’ve heard this before. So how exactly does one do this? Where do you start? How do you know what qualities to look for in a candidate?

Client ZoneNews
September 11, 2018

Your retirement date – it just keeps going up and up!

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?

Client ZoneNews
September 11, 2018

No Will, No Rights

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!)