Inheritance Tax

Styx in the throat: How will your executors pay your Inheritance…

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Investment Risk & Reward

Stay in the game: Timing, or just time in the market?…

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Tax

New World Order: Is a change as good as a rest?…

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Income Tax

Go for it Shadwell: ISAs, ISAs everywhere. Why now, more than…

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Investments & Pensions

Is cash such a good thing?: One good reason why cash…

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Investments & Pensions

Pound gets pounded: It’s not just about next year’s holiday cost Please…

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Investments & Pensions

Bubbles always burst: What goes up…………………. Please click or tap once…

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Investment Risk & Reward

How safe are your dividends?: Another quick tip for armchair investors... Please…

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Markets

The outlook, part 2: Yes, there’s lots of uncertainty, but it wasn’t…

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Markets

Link: It’s not even Monday, yet an astute online comment has…

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Markets

Onwards and upwards: At least we can now start to move forward…..…

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Investment Risk & Reward

Defensive or Cyclical? Which is best?: Not all shares are created…

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Markets

Link: Germany conflicted on how to handle Brexit : Only 2 days…

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Markets

Investing before the EU Referendum: Should you invest in your new…

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Inheritance Tax

Inheritance Tax – Forgotten, but not gone: Could it be time…

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National Insurance

National Insurance – The basics in the 2016/17 tax year: National…

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Arc Eden News

How to update or reset your Arc Eden password: If you…

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Arc Eden News

Act now if you still haven’t registered: At the beginning of…

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Fees – Our Philosophy

 

This is a very brief guide to our fees but they are not fixed in stone and we are always open to negotiation depending upon each individual client’s circumstances. Ultimately, however, we always treat clients as we ourselves would wish to be treated by others.

 

Initial Discussion

We do not charge a fee for any initial discussion with potential new clients, regardless of topic. Thereafter, we only have two types of fees:

 

Initial Fee

Our maximum initial fee is 3% of the funds under discussion but this is rarely charged and our typical initial fee is approximately 1%. This will depend upon the complexity of the advice, the amount being invested and also the funds you may already have under management with us.

 

Ongoing Fee

Our ongoing fee is typically 0.5% to 0.75% per annum based on funds under management and this covers virtually all of the services we offer to clients such as regular reviews and valuations, tax planning, advice on Wills and Lasting Powers of Attorneys, remuneration strategy for Company Directors and many other financial matters. The list is simply too exhaustive to include here.

Please feel free to contact us for more details.

Stockmarket Data


Dow: 26770.20-255.68
NASDAQ: 8089.54-67.31
SP500: 2986.20-11.75
FTSE100: 7150.57-31.75
HKHSI: 26719.58-128.91
ShangHai: 2938.14-39.19
Nikkei: 22492.68 40.82
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The market data above is provided by a third party and is for informational purposes only. It may also be delayed.

Currency Rates


1 GBP = 1.3178 USD See more data »
1 GBP = 1.1166 EUR See more data »
1 GBP = 10.2838 HKD See more data »
1 GBP = 149.2889 JPY See more data »
1 GBP = 1.2948 CHF See more data »
1 GBP = 1.6818 AUD See more data »
1 GBP = 1.6565 CAD See more data »


The currency data above is provided by a third party and is for informational purposes only. It may also be delayed.