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With the 2020/21 tax year drawing to a close, and many of us having our minds on other things (particularly given the challenges that the last year has brought to us all), I thought it would be timely to provide a reminder of the financial planning opportunities available, with a particular focus on utilising allowances…

The start of a new year is usually when we look to make changes in our lives. The word ‘resolutions’ is brought up in many conversations and the old adage “New Year, New Me” is often thrown around. Typically speaking, this tends to be when we promise ourselves to eat healthier, drink less, exercise more,…

We’re delighted to announce that we’ve been shortlisted in the ‘Best Discretionary Wealth Manager’ category at the City of London Wealth Management Awards. If you’d like to vote, please visit – https://lnkd.in/eVCqvzi

As we continue our way through strange and unprecedented times, Cave & Sons present you with our quarterly round-up of the industry. Please click here to view the round-up.

Clients will often confirm that they have made a Will and put arrangements in place for how things are to be dealt with upon their death but have historically often neglected Powers of Attorney and therefore have no provisions in place should they lose mental capacity during their lifetime or become incapacitated due to ill…

Nobody could have predicted the tumultuous year we have had so far. If one thing is certain, however, it is the fact that 2020 has seen the largest amount of government borrowing since World War II. Support measures such as the furlough scheme, Eat Out To Help Out, bounce-back loans for businesses, as well as…

We’re pleased to share our latest Edition of Caves’ Quarterly, which summarises the previous periods’ economic and market developments and casts an outlook towards the winter months ahead. Please click here to view the document in its entirety.

We are now living in unprecedented and difficult times. Covid19 has highlighted to us all the impact that elements out of our own control can have on our livelihoods and standard of living. During these periods, we believe it is important to reflect on, and review, your own financial circumstances to ensure that you have…

National Savings and Investments, or NS&I as they are more commonly known, announced recently that both their interest ratesand Premium Bond prizes are to fall at the end of this year. You can find out more information about the change by clicking here.

It is thought that only around 10 to 15% of adults living in the UK have sought out professional financial advice. Yet, studies have shown that people who seek financial advice have, on average, in a better position ten years down the line than those who did not.  Of course, there will be many reasons…