Families to pay an extra £900m Inheritance Tax by 2022

Families to pay an extra £900m Inheritance Tax by 2022

The Office for Budget Responsibility (OBR) has revealed figures which show that the estimated Inheritance Tax (IHT) payable on estates over the next five years is due to rise by almost £1 billion; from £32.4 billion to £33.3 billion. This rise is due, in part, to a larger population; more people are dying, therefore more…

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Beaufort Analysis 259 – Are we nearly there yet?

Last week was an emotional roller coaster for all those involved with Brexit negotiations. On Monday, negotiations started well, but stalled towards the end of the session. It was first thought and later proved that the UK’s Irish connection caused the breakdown; as the Democratic Unionist Party (DUP) wants to leave the EU on the…

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Beaufort Analysis 258 – UK banks cross the line

In the UK, all seven banks passed the annual stress test with no further instruction from the Bank of England (BoE) for additional provision or change to strategy. Stress test scenarios are reviewed each year but the scenario for 2017 was based on an event worse than the Great Financial Crisis (GFC) and factored in…

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Beaufort Analysis 257 – All Change

Like the vast majority of our weekly analyses this year, politics once again take the spotlight.  The German coalition has stalled with the Free Democrats pulling out of talks with Angela Merkel.  It looks possible that Germany may be heading back to the polls after Chancellor Merkel suggested a new election would be the preferred…

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Autumn budget 2017 winners and losers

Autumn Budget 2017: Were you a winner or a loser?

Every Budget has winners and losers; with some people faring better than others. So, how did you fare? Read on as we reveal whether you are a winner or a loser after Philip Hammond’s second Budget of 2017. Winners First-time buyers Those buying a home for the first time will now benefit from the abolishment…

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Autumn budget 2017 everything you need to know

Autumn Budget 2017: Everything you need to know

The Chancellor, Philip Hammond rose to his feet at 12.38 to deliver his second Budget of the year. The days leading up to the Budget have been dominated by talk of housing, Universal Credit and, most surprisingly, rail cards. Mr Hammond started in a bullish and optimistic mood, saying: “I report today on an economy…

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What do our clients say?

  • We were recommended Andy by a friend to help with Financial Advice which he has done very well to put our minds at rest. One of the main things that helped was he was able to explain things in 'Plain English' We have since passed his details on to two friends.

    Mick & Les

  • Mark shows a very caring attitude towards his clients and always goes the extra mile to provide a full and comprehensive service, striving always to make sure the clients fully understand any complex issues.

    Nia Wharry - Clarke & Son LLP

  • We have been clients of Beaufort for more years than I can remember! We have always been treated with courtesy and respect and can say that the advice and investments handled on our behalf have treated us very well. From personal investments, through SIPP, ISA, EIS and AIM investments we continue to be impressed with their service. Our adviser, Graeme Bone, has given us confidence in our current and future position.

    I.F. - Ret’d Company Director, Dorset

  • I would heartily recommend Mark - his 'can do' attitude makes working with him and referring clients to him easy. He really gets to know clients to make sure he tailors the advice he gives to their individual circumstances, and as I can now list myself amongst his clients, I can confirm the service received is second to none.

    Louise Hall of Ervin Hall Ltd

  • After working together with Mark Dolby and the team at Beaufort on a number of mutual clients we are always impressed with the level of dedication and client care given. Their technical knowledge and ability to understand clients individual needs means the clients we have introduced to them have always been delighted.

    Kevin Randall of LMW

  • Graeme and the team at Beaufort Financial offer an exceptional service and ensure all of our financials are well looked after.

    RW - Co. Director, Melbourne, Australia

  • After becoming self-employed in the late 80s we realised that personal pension planning was going to be most essential. We are glad we chose Simon and his team who now comprise Beaufort Financial. To have our pension savings monitored and cared for by a dedicated team of professionals is a great aid to having a relaxing retirement. An added bonus is that Beaufort Financial are a friendly bunch of people!

    I & J of Beaconsfield

  • Graeme has been our adviser for a number of years and as such has always provided clear, thoughtful and professional advice. He is proactive in looking after our finances and is always approachable and easy to work with. It is in no small part thanks to him that we are able to enjoy our retirement as we do.

    Mr and Mrs B and J R, Henley

  • We wish to express our thanks for your advice and professionalism, , in helping us understand how to achieve our financial goals long-term. Since becoming clients and receiving your investment proposals we have a much better understanding of what our assets can achieve for us, and the confidence to spend if we choose, now and in the future.

    Ken & Marlene Barter

  • I have known Graeme Bone and Beaufort for many years and have had excellent advice from them regarding pensions, investments and financial management for myself and my Company. I have recommended them to friends and colleagues and have without exception had favourable reports back.

    PH- Company Director, West London

  • Just a quick email to say a huge thanks to you and your colleagues for this morning’s event. Great venue, great food and it was such a pleasure to sit and talk with a wide variety of interesting people over an amazing breakfast in a non-BNI like manner! A great way to start the day!

    Ally Tow of Boyes Turner

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