swansea

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 […]

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    Bevan & Buckland Wealth Management showcases its financial innovation in office HQ move

Bevan & Buckland Wealth Management showcases its financial innovation in office HQ move

Swansea-based Bevan & Buckland Wealth Management (Chartered Financial Advisers and part of the WPS Financial Group) has officially opened its new head office in 11 Axis Court, Swansea, in a move that also showcased the company’s innovation in investments and financial planning.

The new state-of-the-art office will cement the business as one of Wales’ biggest […]

May 8th, 2013|News|0 Comments|