Funding Long Term Care – The Reality
In the summer of 2021, The Government announced changes to how an individual's care could be funded. In her latest article, Ann Baguley DipPFS, our specialist in care fees planning, explains what the changes will mean for you. The Government has announced that no-one will pay more than £86,000 for their care costs during [...]
Are you a Trustee? HMRC now requires you to register your trust.
Important changes are due to come into effect regarding trusts which will require action from Trustees. MPA Financial Advisor Ann Baguley DipPFS explains: From the 1st September 2022, trusts will be required to register with HMRC via the Trust Registration Service, even if no taxes are due. Previously, it was only those trusts with [...]
Agricultural grain trader turns apprentice IFA with MPA
Agricultural graduate and former grain trader, Timon White, joined the MPA Financial Management team in June 2021 in the midst of the global pandemic. On graduating from university, Timon spent 12 months as a grain trader, dealing in wheat and barley. He decided this wasn’t the career path for him and contacted MPA for [...]
Market Commentary 2021 – Quarter 4
Highlights Global Equities were stronger in the final quarter of 2021 as investors focused on economic resilience and corporate earnings. In Bond markets, Government Bonds outperformed Corporate Bonds. Markets began to price a faster pace of interest rate rises in the US. Commodities saw a positive return as industrial metals gained. US US Equities [...]
Progressing from part time pub work to a paraplanning promotion with MPA
Jenny Nicholls joined MPA as a receptionist in May 2014. A recent graduate, Jenny was looking for her first job after university and was working part time in a pub to earn money. Less than a year into her time at MPA, Jenny moved into the administration team to support them while they were [...]
Welcome to 2022 – ‘This is Not What We Expected!’
Its been a rocky start to the New Year on investment markets across the globe. The FTSE 100, (the measure of the largest UK shares) started off like a train and as that is the only index quoted in the news, everyone thought their investments would perform in the same way. Unfortunately, most investors [...]
We are Recruiting!
Are you looking for your next career step with a leading wealth management firm? We are looking for an experienced Administrator to join our team! The role is an exciting opportunity that requires you to have previous experience and to be based at our Henley in Arden Head Office. Overview: Be part of a [...]
5 Easy Ways to Make Your Tax Year End a Success
January is always a good time to consider your existing tax situation. As we near the end of the 2021/22 tax year, in his latest article Independent Financial Adviser Joe McGovern gives his advice on how to make your tax year end a success. A date which should be on everyone’s radar is the [...]
MPA In The Press – Joe McGovern Advises Telegraph Reader
Just before Christmas, we had the opportunity to contribute to the popular Money Makeover series in The Telegraph. We love helping our clients achieve their financial goals and were pleased to offer our advice to Telegraph reader Will Goodwin who wanted guidance on how best to realise his aspirations of retiring at 55, buying [...]