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Latest News

Read the latest news from our financial advisers in St Albans, Barnet, Harpenden, Leeds / Bradford, Stafford, Ware and Ringwood.


LGT Vestra Market Review Commentary - January/February 2020

Monday 17 February 2020

LGT Vestra reviews equity markets in January/February 2020

Simon Prestcote - Should investors choose active or passive investments?

Friday 7 February 2020

Our investment approach uses both active and passive fund solutions allowing us to provide our clients with personalised financial advice.

LGT Vestra Q4 2019 Market Review Summary

Thursday 23 January 2020

LGT Vestra reviews the equity markets for Quarter 4 2019

Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?

Friday 17 January 2020

As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.

LGT Vestra December Market Review Summary

Monday 6 January 2020

LGT Vestra reviews the equity markets for December 2019

What are your financial goals for 2020?

Tuesday 10 December 2019

Our Lonsdale Wealth Management independent financial advisers recommend reviewing your financial priorities in January 2020 ahead of the new tax year.

Lonsdale issue a new inheritance tax brochure to assist with estate planning

Friday 29 November 2019

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.

Survey shows investors benefit from using the services of a financial adviser

Tuesday 19 November 2019

If you want to achieve your lifetime financial goals working with a financial adviser can help.

How to combat inflation - the enemy of retirees

Monday 11 November 2019

Anyone on a fixed income will know the painful effect inflation can have on their expenditure. Read more to understand how it affects your savings

Ray McHugh, IFA - Companies should consider business protection planning

Thursday 31 October 2019

For effective business protection planning we recommend to have the business owners insured personally.

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Recommended


31-08-2019

Simon Hawker, IFA - Lonsdale Services voted in Top 50 Financial Advisers in UK

In 2018 the Financial Times voted Lonsdale Services one of the top 50 financial advisers in the UK


14-08-2019

Howard Goodship, CFP, Ringwood - Tax Efficient Saving for Grandchildren

Howard Goodship said: ‘Many of my clients are retired, have a comfortable lifestyle and want to provide financial help to children and grandchildren


30-06-2019

Howard Goodship, CFP, Ringwood - What is Inheritance Tax Planning?

The starting point for any Inheritance Tax Planning is a discussion about what you are trying to achieve, and what is holding you back from acting.


26-04-2019

Richard Porter, financial adviser St Albans - How to pay for care home fees?

Lonsdale Advisers can offer financial advice on paying care home fees. For example - care home fee planning for yourself or an elderly parent.


03-04-2019

Ray McHugh, IFA - Tax tips to make the most of your allowances by April 5th

There are several important and valuable tax planning opportunities that will be lost after April 5th 2019. Read more

Trending News


07-02-2020

Simon Prestcote - Should investors choose active or passive investments?

Our investment approach uses both active and passive fund solutions allowing us to provide our clients with personalised financial advice.


17-01-2020

Neil Homer, IFA Stafford - Does your trust need to be registered with HMRC?

As part of the EU Anti-Money Laundering Law (known as 5AMLD) the government is expanding the requirement for trusts to be registered with HMRC.


10-12-2019

What are your financial goals for 2020?

Our Lonsdale Wealth Management independent financial advisers recommend reviewing your financial priorities in January 2020 ahead of the new tax year.


17-02-2020

LGT Vestra Market Review Commentary - January/February 2020

LGT Vestra reviews equity markets in January/February 2020


29-11-2019

Lonsdale issue a new inheritance tax brochure to assist with estate planning

This introductory guide to Inheritance Tax (IHT) and estate planning provides a basic understanding of when IHT might be chargeable on an estate.