We’ve reached the final day of our 7 New Year Money Tips. So let’s spend some time looking at pensions – and why it’s worth giving yours a little check-up. Pension savings are untouchable until you’re 55 (this is rising to 57 in 2028), but they’re an …
An update on the markets from Brian Tora and our investment partners JM Finn. Memories of times past Shares have been in a rather subdued mood recently, though sterling and the more domestically focussed FTSE 250 Share Index were a little perkier initi …
We are delighted to welcome Ian Else to join Sally and Sandra in our Bristol office. Ian joins us as Senior Financial Planner and Director, from Bristol based financial planning firm Ovation Finance, where he spent five years. Ian recently realised it …
From us all at UNIQ Family Wealth, we wish Sam and Linda Isaac of Isaac Rees Wealth Management, a very happy retirement. They had a wonderful retirement lunch at the Angel in Abergavenny and were delighted to see a few of their clients who joined us to …
“The strength of the team is each individual member. The strength of each member is the team.” – Phil Jackson Having the right team in place to serve you, our valued clients, is of paramount importance to us. This month we get to know Rachel Bevan. Why …
The Office of Tax Simplification (OTS) last month, released the second part of its investigation into simplifying what now seems to be the highly unpopular IHT rules. The findings were reflected in its consultation which elicited an unprecedented level …
Monday 19th August saw the UNIQ team swap their computers and usual working day in the office for the great outdoors. The team travelled to the Taff Valley, in the stunning waterfall region of the Brecon Beacons for their annual summer event and a day …
