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Consumer duty

HomeFinancial advisers / Resources / Consumer Duty Hub / Fair value assessments

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atomos helps you think about your finances before you get married and put in place a plan to secure your financial future together.

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Already retired

Now you’ve stopped working, we want you to have the best retirement possible, safe in the knowledge that you and your family will have a secure financial future.

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Insights

Has Christmas come early for equity markets & assessing fixed income opportunities

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

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Discretionary fund management

We create diversified investment portfolios that are tailored to each of your clients and manage them in line with your instructions.

HomeFinancial advisers / Products / Discretionary fund management

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How to fight the tax squeeze

While investors will be hoping that 2023 proves more positive for stock markets than last year, the tax environment looks increasingly unfriendly. Here we look at how you can fight the tax squeeze.

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130 countries back global minimum corporate tax of 15%

Welcome to our weekly newsletter where we summarise the key market developments over the last seven days.

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Onshore bonds: a product of the past or tax wrapper of the future?

Onshore bonds were once the tax wrapper of choice, but in recent years international investment bonds and collective investments have been favoured by many advisers. With capital gains tax changes in the offing, could they be about to have their day in the sun once again?

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Ed Kimpton

Senior Wealth Planner

HomeAbout Us / Meet the teams / Meet the financial planners / Ed Kimpton

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How to make the most of your pension in the new tax year 

The new tax year has arrived and with it some changes to pensions, so we’d like to take this opportunity to remind you of how useful pensions can be in your financial planning.

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Will a Surprise Reduction in UK Government Borrowing Open the Door for Tax Cuts?

Welcome to our weekly newsletter, where we summarise market activity over the past seven days.

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The Autumn statement

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.

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Tax

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