The countdown has begun. It is not long until 5th April 2020, the end of another tax year. Martin Crawley-Boevey, who heads up our Financial Planning team, set out some tax planning tips last week in his “End of year tax planning” brochure. We would like to take this opportunity to explore some of...
Recently our Director of Financial Planning, Martin Crawley-Boevey, contributed to part one of a roundtable discussion entitled ‘The Future of Retirement.’ The discussion was hosted by Citywire in association with Standard Life. During the conversation, financial advisers discussed how client relationships are key in helping to plan for different phases of retirement. Do you...
The new virus has affected tens of thousands of Chinese citizens and spread to over 40 countries. The respiratory infection has claimed 3000 lives so far and been declared a global emergency by the World Health Organisation (WHO). Infections of the virus, known as Covid-19 now, have been recorded in S. Korea, Iran, Italy,...
PK Group can help you understand your Automatic Enrolment responsibilities and obligations. Serving London and Surrey, PK Group’s expert advisers can help you during any phase of Auto Enrolment from your staging date to company wide implementation.
As part of their ‘Client Triumphs’ series, New Model Adviser asked Bernard Rust to share a favourite case.
PK Group have been profiled in the latest issue of New Model Adviser!
Former Bestinvest Chief Investment Officer Graham Frost (pictured) has joined forces with ex-Brooks Macdonald Director Michael Usher to launch a wealth management business for accountancy firm, PK Group. PK Wealth has received regulatory authorisation to offer investment management services and is poised to launch in April. At PK Wealth we will work with you...
PK Group, the leading London-based firm of accountants, tax specialists and financial advisers, has established a new discretionary fund management business, PK Wealth Limited, which has received regulatory approval. PK Group aims to deliver fully integrated wealth and business solutions for High Net Worth Individuals and Owner Managed Businesses and its business model embodies...
The rise of alternative investments has been one of the most significant trends of the past decade. A combination of extremely volatile conditions in the stock markets, together with the poor returns on offer in the bond markets, has prompted investors to broaden their portfolios in search of better returns and greater downside protection....
PK Group Partner Martin Crawley-Boevey appears in New Model Adviser to discuss our bespoke portfolio management service. Martin explains “A key objective of our clients should be to maximise total post-tax real returns, taking into account their appetite for risk. We evaluate and change strategies regularly against client circumstances and the external environment.”