Welcome to the latest edition of our Window on Wealth Summer 2023 wealth management newsletter. This edition is packed with articles covering many of the key wealth management challenges and questions currently facing savers and investors.
Inheritance tax accountants play a vital role in IHT planning as more estates are being investigated by HMRC amid rising property values and the impact of freezing the nil rate band.
We are changing our opening times from this month. From Friday 7th July we will close our offices on a Friday at 4pm, and from Friday 4th August we will close on a Friday at 3pm.
We are delighted to be taking part in the ’75 star jumps a day in July’ challenge in aid of Marie Curie, our Thomson Cooper ‘Charity of the Year’. Find out how you can get involved too.
We are delighted to sponsor Scottish dancer Lily Nickson on her journey to the Dance World Cup finals which starts on Friday 30th June in Braga, Portugal.
We are delighted to share our apprenticeship success as Lee Duncanson completes his course in record time as part of the Thomson Cooper payroll team. Â