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Jo has recently moved to Cave & Sons from another local firm and we could not be more thrilled to welcome her to the team. Jo has spent 30 years working in the financial services industry, and can offer expert advice on all aspects of financial planning, including protection, pensions, investments and tax matters for…
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What is an A Wealth Manager? A wealth manager is a flexible financial support service that combines both financial planning and investment management advice. A wealth manager can help you achieve your financial goals and ensure that your money is working properly for you. They can help you manage an investment portfolio, or even take…
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With the ongoing Coronavirus pandemic currently gripping the world’s attention, we are living in truly unprecedented times. Individuals are rightly concerned, not only about the health of themselves and their loved ones, but about the economic impacts that the virus will have. In wake of this crisis, the government has outlined several measures to support…
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Dear client In light of the ongoing coronavirus (COVID-19) disease pandemic I want to take this opportunity to reassure you that we have a business continuity framework in place to ensure that we can continue business as usual during this period of unpredictability. At this time our Northampton office is operating at normal levels with…
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What is The Budget? The Budget, also known as the Financial Statement, is an annual event in which the government lays out their financial plans. This year’s Budget was originally planned for 11th March, but given Sajid Javid’s recent resignation and the appointment of Rishi Sunak as new chancellor, the Budget could be delayed. Nevertheless,…
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One important decision that many people will take is whether to save or invest their hard-earned money. The correct decision for you will depend on several factors including current assets, goals and age. In this short article, Cave & Sons will give you a brief guide to both saving and investing, allowing you to better…
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To get up to speed with the recent economic and market developments, please take a read of the fourth Cave’s Quarterly round-up of 2019. CLICK HERE TO READ
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Estate Planning: A Guide to Inheritance Tax Inheritance tax can be a confusing and overwhelming aspect of estate planning. Cave & Sons’ financial advisors aim to make your understanding of inheritance tax as straightforward as possible. You can read more on what Inheritance tax (or IHT) is, who is responsible, and certain exemptions that might…
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How much money you should give to your child is not a straightforward answer, and will differ between families. There are clear steps you can take, however, to make sure you strike the right balance between teaching them essential financial lessons for life and over-indulging them. As a parent, you may find yourself opening the…
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Cave’s Quarterly – Q1 2020
To get up to speed with the recent economic and market developments, please take a read of the first Cave’s Quarterly round-up of 2020. CLICK HERE TO READ
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