© 2019 Bluecoat Wealth Management

Decisions should not be taken based solely on the content of this website, individual advice should be taken first. Content is aimed at UK residents.

Bluecoat Wealth Management is an appointed representative of Best Practice IFA Group, which is authorised and regulated by the Financial Conduct Authority (FCA), FCA no. 223112. Registered Office: 11 Lady Bee Enterprise Centre, Albion Street, Southwick BN42 4BW. Registered in England and Wales no. 6828686. The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit www.financial-ombudsman.org.uk

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Making a difference at Christmas

December 2, 2019

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December 2, 2019

Since December 2010, instead of sending our clients traditional Christmas cards, Bluecoat Wealth Management has sent electronic greetings cards and added the money saved to our Kiva account.

I first heard about Kiva, at a philanthropy talk given by the Charities Aid Foundation who described Kiva as a new kind of Charitable Giving* or a new way...

November 22, 2019

Venture Capital Trusts have started their fundraising for 2019/20. 

There was a time when tax year end planning didn’t begin until well after the New Year festivities were over and a March Budget was nearing. This rhythm has now shifted. The last months of the tax year are still important, as they are the point at which you should have a reaso...

November 15, 2019

The planned reform of probate fees in England and Wales has been scrapped.

A year ago the government tabled proposals to increase the level of probate fees in England and Wales. The idea was to move from the current single fee approach (£155 via a solicitor, £215 otherwise) to a sliding scale, based on estate value. For estates valued at over
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November 15, 2019

When you look at your annual tax statement, have you ever wondered about the overall cost of the tax reliefs you enjoy? HMRC has published its latest annual assessment of the cost of various tax reliefs, and there are some eye-opening numbers. 

If you were the Chancellor of the Exchequer, looking for a way to squeeze some extra money out of ta...

November 11, 2019

An article in this weekend’s FT asked the above attention gabbing question. To a certain extent it misses the point as the first questions should be, “How much income do I want in retirement?”. The answer to this is completely personal and dependent on the person’s unique circumstances.

Various retirement reports give a broad overview of what...

October 31, 2019

Annuity rates hit their lowest level since 1994 in September, with implications for those making retirement decisions.

Since the introduction of pensions flexibility in 2015, annuities have become much less popular as a way of converting a pension fund into income. The most recent figures from the Financial Conduct Authority show that over fiv...

October 22, 2019

Marks & Spencer was demoted from the FTSE100 in September.

Source: London Stock Exchange

The FTSE100 is subject to a quarterly review of its 100 constituents. The process is not quite as simple as picking the 100 largest companies listed on the London Stock Exchange, but it’s not far off. The latest review took effect on 23 September 2019 and r...

October 14, 2019

Life can be stressful enough at times, and the last thing you need is the worry of chaotic finances working against you instead of for you. A financial advisor can organise, simplify and structure your finances, so they are working efficiently for you. One of the ways that we achieve this for our clients is through user friendly technologies.


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October 10, 2019

Climate change is a hot topic in the media and with people all around the world. The National Ocean Service reports ocean levels are currently rising at a rate of one-eighth of an inch year on year, driven by climate change. As more and more evidence is brought to light around our ever-changing world people and businesses are looking for ways...

October 1, 2019

New figures show HMRC’s “customer compliance” efforts are yielding substantial sums. 

In early August, HMRC issued its annual report and accounts for 2018/19. While not everyone’s choice of holiday reading, it did contain some eye-opening information about the “compliance yield” – how much HMRC raised from its work in countering tax avoidance...

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