You may know Sandra as our Client Relationship Manager, but now is your opportunity to get to know her a little better. What is your job title? How did that happen? Client Relationship Manager. I was taken on as Professional Support and I really enjoy …
Brian Tora from JM Finn & Co gives his insightful market commentary for UNIQ this month. Greece is back in the news again, though fortunately not for making waves in markets. The fact that prime minister Alexis Tsipras is back in power does not augur w …
In September, our own Gemma Davies is launching a series of webinars in conjunction with The Exit Planning Company. The webinars will assist any business owner who: • Is looking to plan towards the future sale or handover of their business to their fam …
This blog is written by Sophie who was on work experience with UNIQ Family Wealth this week: I was recently presented with the fantastic opportunity to spend a week doing work experience within the finance sector in Bristol and Cardiff. For three days, …
The new ‘Pension Freedoms’ have certainly opened up opportunities for more flexible retirement planning, which previously we would not have even considered. We have two cases this month using the new Pensions Freedoms, one involving a single man , abou …
Of great importance in the latest budget was the increase in the Inheritance Tax nil rate band which will extend to £500,000 per partner to the extent the liability relates to the family home. It is not a mere increase in the taxable threshold from £32 …
The Conservative Government issued its first Budget statement for 18 years which was described as a ‘big budget for a country with big ambitions’. As for our personal finances, very welcome were the changes in personal tax allowances which will increas …
