Crown Wealth Management – Top 100 Adviser 2015

For the third year running we have been recognised as a top 100 firm in New Model Adviser Magazine, a Citywire publication. This confirms that a firm based in Shrewsbury … Continue reading “Crown Wealth Management – Top 100 Adviser 2015”

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CWM Welcomes James

As part of our commitment to improve the service we offer to our clients, James Benson has joined us, to work alongside Elly in the Client Services Team. James will … Continue reading “CWM Welcomes James”

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Inheriting your deceased spouses ISA

Previously, ISAs lost all their tax benefits on the death of the holder and formed part of their estate for inheritance tax purposes. From now on, for deaths on or … Continue reading “Inheriting your deceased spouses ISA”

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Help to buy ISA

Many clients are asking about help to buy ISAs as a savings vehicle to help their children save a deposit for their first home. The 2015 Budget confirmed ISAs as … Continue reading “Help to buy ISA”

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December Market Commentary

Although major equity markets generally rose over November, investor sentiment was undermined by mounting geopolitical tensions. In particular, the terrorist atrocities that took place mid-month in Paris shook investor confidence, … Continue reading “December Market Commentary”

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2015 Autumn Statement Overview

2015’s Autumn Statement was not short on surprises, as higher tax receipts and lower debt costs provided Chancellor of the Exchequer George Osborne with some leeway to soften austerity measures. … Continue reading “2015 Autumn Statement Overview”

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Changes to Financial Services Compensation

From 1 January 2016, British savers will receive a lower guarantee on their deposits. At present, in the unlikely event that a UK bank or building society collapses, the Financial … Continue reading “Changes to Financial Services Compensation”

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2015/16 ISA limits

Allowances for Individual Savings Accounts (ISAs) have again been increased for the current tax year, providing a welcome additional incentive not only for existing investors, but also for those who … Continue reading “2015/16 ISA limits”

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ISAs appeal expanded again

The 2015 Budget confirmed ISAs as the savings product of choice for the coalition government. Not only did George Osborne introduce the ‘Help-to-buy’ ISA, he also allowed greater flexibility to … Continue reading “ISAs appeal expanded again”

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Long Term Care Advice

A crisis has developed in the funding of long-term care for the elderly. As the proportion of elderly Britons continues to rise, demand for care is exceeding supply, and payment … Continue reading “Long Term Care Advice”

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