Blog

Supporting community energy in Greater Manchester
Jun 21/06/2016

I know Ali Abbas and Kate Eldridge, as friends and through the work we all do campaigning for Friends of the Earth (FoE) in the North West. They came up with the idea of setting up a community energy project at the FoE Basecamp 2 years ago...

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WHEB Sustainability Conference
May 18/05/2016

There was a great Castlefield turn out at the WHEB Sustainability conference this year, with representatives from both CAP and CIP making the trip to the wonderful Royal Society of Arts venue to hear the latest thoughts on impact investing.

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Chester Zoo Bee Event - Wildlife Connections
May 18/05/2016

I have been involved in the Chester Zoo Wildlife Connections programme since the start. The most recent event I attended relates to one of the species from the list closest to my heart, the Bee. I have been campaigning to protect bees for the last few years through the Friends of the Earth’s ‘Bee Cause’ campaign. When not giving ethical financial advice you might find me dressed as a bee, wearing clothes with pictures of bees or wearing bee jewellery - even my Castlefield business cards are personalised with a honeycomb.

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Social Stock Exchange Family Offices Conference
May 17/05/2016

The Social Stock Exchange is the world’s first regulated exchange dedicated to impact investing. On May 10th David Gorman, Kate Hewitt, John Ditchfield and Jeremy Burden travelled to the beautiful Dutch Hall in London to attend the first Family Offices Conference, giving family offices an opportunity to learn about investing for impact.

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Dividend Allowance from 2016/17
May 12/05/2016

From April 2016, the Tax Credit will be abolished and replaced with a £5,000 tax-free Dividend Allowance. The new Dividend Allowance means that individuals will not have to pay tax on the first £5,000 of dividend income they receive.

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National Savings and Investments (NS&I) cuts interest rates
Apr 25/04/2016

We know many of our clients save with NS&I. In a time of lower interest rates with banks and building societies, this is a blow to anyone holding accounts with NS&I.

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Income Tax Personal Allowances- 2016/17
Apr 25/04/2016

The personal allowances from 6 April 2016 are as follows...

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Changes to interest on savings- Personal Savings Allowance (PSA)
Apr 25/04/2016

These changes mean that most people will no longer pay tax on savings interest. Banks and building societies will stop deducting tax from your account interest.

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Budget and Pensions April 2016
Apr 07/04/2016

There were no major changes to pensions in the Budget, apart from the introduction of Lifetime ISAs. Below is a summary of the previous announcements, taking effect from 6 April 2016, and the changes announced in the budget.

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New Inheritance Tax (IHT) Threshold - Effective April 2017
Apr 06/04/2016

The Government introduced a new IHT nil rate band in the 2015 Summer Budget of up to £175,000 per individual (i.e. a further £350,000 for a married couple) where the family home is passed to children or grandchildren. Although this allowance will not become available until 6 April 2017, it will also be phased in, starting at only £100,000.

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Read our 2020 Voting Guidelines

As investors, we vote at company AGMs. It’s a responsibility we take seriously. Read the updated Voting Guidelines.

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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

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