COVID-19 Update
With “Freedom Day” behind us, we remain in a very different world to that of 18 months ago. Whilst the vaccine program has been a great success and the economic recovery has started in earnest, we still need to spare a thought for those who have lost friends, family and jobs and to realise that this may be far from over.
We also need to look beyond the coming months and plan for a world of debt repayment and increased taxation. You all know the Benjamin Franklin proverb “nothing is certain except death and taxes” and I would wager that never before has this been so true. It’s not all bad news though, the economic recovery is stronger than many would have believed and markets have remained very buoyant. Whilst taxes will necessarily rise it remains fair to say that good advice and planning can mitigate the worst of it.
As you know, the Leodis team have remained fully operational throughout the pandemic and my sincere thanks go to them for the commitment and focus they have demonstrated during what has been an incredibly challenging period.
As we emerge from the pandemic, we remain totally committed to the fact that this is a relationship business. Whilst our investment in state-of-the-art technology will continue, we are now operating fully manned offices (with an enhanced team spirit) and are once again enjoying the good company of our clients.
We look forward to seeing you soon.
Simon Cocking
Please click the below links to view our previous Covid-19 updates.
How Our Team Will Help You
Life is constantly changing and so are your personal circumstances, goals and objectives. We know that understanding all about you is vital to develop a tailored financial planning strategy that meets your needs. We work closely with you…
Useful Articles and News
2021/22 Tax Guide
Here you will find a copy of our useful 2021/22 tax guide. This guide details rates applicable to those resident in England. Some rates for Scottish residents are different and further guidance and advice should be sought.
2020/21 Tax Guide
Here you will find a copy of our useful 2020/21 tax guide. This guide details rates applicable to those resident in England. Some rates for Scottish residents are different and further guidance and advice should be sought.
Diary of an Adviser: Simon Cocking
FT Adviser has featured our very own Simon Cocking in their ‘Diary of an Adviser’ piece this month. Read all about what’s it’s like both in and around the world of wealth management.
Dog walking and a spot of culinary magic in the kitchen provide a welcome respite from wealth management, for this week’s financial planner.