CityWire, one of the leading Financial Services publications, have been speaking with the Next Generation Advisers about the future of the industry. As part of this drive, they…
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A huge congratulations to Dave Rule, who recently passed the last exam needed to complete the Advanced Diploma in Financial Planning, and is now a Chartered Financial Planner….
The Chartered Institute for Securities & Investment (CISI) is delighted to announce that Montage Wealth Management based in Chelmsford, Essex has achieved Accredited Financial Planning Firm™ status…
The Chancellor found himself presenting his second Spring Statement sandwiched between a series of crucial Brexit votes. His speech was peppered with references to the need to achieve…
We are delighted and extremely proud to announce that Montage Wealth Management won three awards at the Professional Adviser Awards 2019 About the Awards The Professional Adviser Awards have…
Thanks to the legislation first announced by the Government in July 2015, married couples and civil partnerships could have an Inheritance Tax allowance of up to £1,000,000 on…
“…austerity is coming to an end – but discipline will remain” were the words the Chancellor, Philip Hammond, used to summarise his October Budget speech. That balance between…
Around this time last year, we discussed that there was a disconnect between the rate at which the Federal Reserve expected interest rates to rise and the rate…
Clients often ask us about the most effective way of reducing their potential Inheritance Tax (IHT) bill. If you’re in a relationship, own a property, and intend to…
It seems every few weeks you see the headline ‘Mr Super-Rich/Company X pays no tax or little to no tax on earnings’. Usually, there’s a statement from the…
