News from Bevan & Buckland Wealth Management

With (pension) power comes responsibility

Many have welcomed the UK government’s recent changes to pension rules which, in a nutshell, make pension funds more accessible and empower individuals to make their own choices about how they invest or spend their hard-earned funds.

Once thoughts of lavish holidays and new cars, which might suddenly seem affordable, have passed, we are finding […]

Plan for the unexpected

Have you ever considered what happens if one of your business partners falls seriously ill or dies unexpectedly? Their shareholding in the company will normally pass to their partner or children. This means you either end up with uninformed shareholders suddenly having a say in the business…or, you will need to buy them out.

According […]

April 14th, 2014|Planning|0 Comments|

The big pension questions answered

For all the hype around pensioners’ ‘right to buy a Lamborghini’ some of the more important elements of the 2014 budget may have been lost. Here, Jon Francis, director of Bevan & Buckland Wealth Management, cuts through the hype and identifies the key things everyone with a pension needs to know.

This year’s budget will […]

Bevan & Buckland Wealth Management welcomes GDP growth

Bevan & Buckland Wealth Management, part of the WPS Financial Group, has welcomed the news that the UK economy grew by 1.9% during 2013 – the strongest increase since 2007, according to the Office of National Statistics (ONS). But the company also warns there is a long way still to go.

Last year’s growth was […]

January 28th, 2014|News, Uncategorized|0 Comments|

Step-by-step SIPPS

Self-invested personal pension funds (SIPPs) are a rapidly growing but still often misunderstood concept within the world of pensions. Yet they are a fantastic innovation that can be used to easily and legitimately invest in a wide range of commercial ventures, boosting the value of that fund. Individuals especially within the business world may […]

January 10th, 2014|Pensions|0 Comments|

Bevan & Buckland Wealth Management warns on pension changes

Bevan & Buckland Wealth Management, the Swansea-based Chartered Financial Advisers that is part of the WPS Financial Group, has warned diligent pension savers to take action now to avoid being caught by changes to the lifetime allowance on pensions that could leave them with a hefty tax bill.

From April 2014, the UK government is […]

November 19th, 2013|News, Pensions|0 Comments|

AIM to avoid inheritance tax on ISAs

For those of you that have fallen foul of costly inheritance tax rules in the past, a recent ruling by the UK Treasury will be of great interest.

There are more than 1,000 companies listed on AIM (Alternative Investment Market) and all will now be eligible for direct ISA investment. The changes provide savers with […]

October 10th, 2013|Saving, Tax|0 Comments|

Boost business through your SIPP

The warm weather of late has meant business for many parts of the local tourism industry has been booming. When the sky is blue and the sea is warm, there is no better place to enjoy such a holiday and the owners of campsites, hotels, B&Bs and other businesses have been reaping the rewards.

Some […]

Good news – but hidden away

Bad news sells newspapers apparently. I can only assume it must do. After so many years of economic doom and gloom in the headlines, some of the really good news coming through appears woefully underreported.

Not everyone understands the nature of stock indices, let alone follows them. The only time most people will hear about […]

June 12th, 2013|Pensions|0 Comments|

Rugby, property and pensions

Pondering pension investment options is not everyone’s cup of tea. Despite its obvious importance, many view pensions as a boring necessary evil in stark contrast to making business decisions with more immediate results.

But Swansea-based Bevan & Buckland Wealth Management (Chartered Financial Advisers) has turned that perception on its head in recent weeks thanks to […]