by David Atherton | Nov 7, 2024 | Investment, Mortgages, Pensions
Chairman’s Comments: Trump secures Second U.S. Term As we woke up in the UK to the news Donald Trump was closing in on victory over Kamala Harris in the long anticipated American election, our Chairman David Atherton gave his initial thoughts on the final result...
by David Atherton | Oct 30, 2024 | Investment, Mortgages, Pensions
UK Budget 2024: Chairman’s Statement Beyond Advice Group are pleased to bring you our reaction to Labour’s tax and spending plans for the year ahead in the party’s first budget since coming to power over the summer.Widely anticipated as a budget that might increase...
by David Atherton | Jul 15, 2024 | Pensions
Summer retirement: How Beyond can help From starting pension withdrawals to figuring out the steps and ways to retire early, it can be equal parts exciting and overwhelming to think about retirement. If you are thinking about taking the plunge this summer, read on....
by David Atherton | Apr 12, 2022 | Investment, Mortgages, Pensions
Beyond Advice Group adviser Top Rated for second year running Josh Brooks Our Adviser, Josh Brooks, has featured in the VouchedFor 2022 Top Rated Financial Adviser Guide. This is the second year running that Josh has been included. VouchedFor checks the FCA status of...
by David Atherton | Jan 25, 2022 | Investment, Life Insurance, Mortgages, Pensions
Beyond Advice Group is expanding with an exciting new acquisition. We are thrilled to announce that we are acquiring the clients and assets of Liverpool based IFA firm Smith Law & Shepherds IFA Ltd. The combined company will trade under the Beyond Advice Group...
by David Atherton | Dec 26, 2021 | Pensions
Understanding IHT liability. Will I have an inheritance tax bill? It’s a common misconception that inheritance tax only affects the extremely wealthy. However, if you’ve been looking into inheritance tax you may have read about a threshold of £325,000 before tax...
