Latest News and Articles
Welcome to the latest edition of Caves Quarterly, where we take a look back over the last few months and look ahead to the future. To read, please click the link below: Read Caves Quarterly
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With 115 years of history behind us, we are now pleased to unveil the next phase of our growth. The Financial Conduct Authority (FCA) have recently approved our partnership with MHA MacIntyre Hudson, one of the largest firms of accountants, tax and business advisers in the UK. In recognition of this venture we have a…
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We are all shocked and saddened by events in Ukraine. Vladimir Putin’s horrific invasion of Ukraine has and will continue to have disastrous consequences for the people of Ukraine, and we at MHA Caves Wealth stand in solidarity with all those affected. Although we are talking here about the impact on markets, we acknowledge first…
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With the end of the tax year fast approaching, many individuals will have been considering further funding their pensions and ISAs, looking to utilise the allowances available to them by taking advantage of the tax relief on pension contributions and the protection from taxation on profits and income within an ISA. In addition to these,…
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If you are facing the end of your marriage or civil partnership, it is important not to overlook pension savings. Pensions are often one of the most valuable assets in a divorce, second only to the family home, therefore, any existing pensions should be considered in any financial settlement. Divorce is one of the most…
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Click the link below to read the latest edition of Cave’s Quarterly, where, as you may expect, we discuss the impact of Omicron on the global markets, and look ahead to 2022. Read Cave’s Quarterly Here
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An Individual Savings Account (ISA) will become a ‘continuing ISA’ upon the death of an investor. This means that despite not being able to make further contributions, the tax advantages of an ISA will remain in place until: The administration of the estate is completed, The ISA is closed by the executor(s) of the estate,…
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Following weeks of speculation, the Autumn Budget has now taken place. As expected, Chancellor Rishi Sunak presided over a stronger economy, focusing on growth, employment and reducing national debt. Acknowledging that we are not out of the woods yet, Sunak announced plans for growth after a challenging 18-months, both economically and socially. With inflation now…
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Have you ever stopped to think about what might happen to your business if you lost one of your key members of staff? You might already have insured your premises, equipment, and stock, but what about the people who play the biggest part in your organisation’s success? For example, if your best salesperson became critically…
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The internet has spawned many ‘things’ since its invention – for better or for worse. While cryptocurrencies have garnered a lot of attention in the past few years, “crypto” as it is often referred, was actually first conceived back in 2009. You have probably heard of Bitcoin. If someone had invested $1000 in Bitcoin back…
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