INDUSTRY NEWS

Your source for the latest news

Potential change on the horizon for Entrepreneurs’ Relief

Potential change on the horizon for Entrepreneurs’ Relief

The Tory Manifesto promised increased public spending for the NHS and education, and higher investment in the North of England and the Midlands. All this spending will have to be funded. Before Christmas, Sajid Javid mentioned a change to the Treasury rules, necessary to pay for public investment after more than 10 years of...

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Setting up a trust?

Setting up a trust?

We appreciate that trusts can be complex. Why not download our guide to discover the benefits of setting up a trust, who uses them and the role of a trustee.

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PK Group Financial Planning Virtual Tour

PK Group Financial Planning Virtual Tour

Take a virtual tour which highlights some of the benefits of our services. Innovative technology helps our advisers to engage with you, create a clearly defined goals-based financial plan, and manage your changing requirements. Watch it here.            

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PK Group Home Buying Guide

PK Group Home Buying Guide

Are you a first-time buyer? If you are thinking of purchasing a property, then we can help. Why not download our home buying guide which includes a variety of content, such as the buying process, types of mortgage, what deposit you will need and insurance insights. Download the PK Group Home Buying Brochure.

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Happy Holidays!

Happy Holidays!

PK Group wish you a Happy Holidays and hope that you have a happy, healthy and prosperous New Year!

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Case Study: Working with solicitors to provide financial planning for clients

Case Study: Working with solicitors to provide financial planning for clients

A solicitor successfully secured a Personal Injury settlement for a client who had been seriously injured in a car accident. The solicitor needed to find a financial adviser to review the client’s situation, create a long-term plan to help protect the claim funds and manage the investments to meet the client’s ongoing financial needs....

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PK Wealth Investment Overview – 31st March 2019

Review of the quarter Both equities and bonds rallied strongly across the world, the opposite of the previous quarter. At the end of last year investors worried about trade wars, rising US interest rates, and slowing world growth. The trigger for the relief was the US Federal Reserve changing stance to become softer on...

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PK Wealth Investment Overview – 30th June 2019

Review of the quarter The equity and credit markets are coping with trade uncertainty remarkably well. Conversely, the government bond market paints a bleak picture of the outlook with yields having plunged near previous lows. If both are correct, the market is expecting more Quantitative Easing – printing money to drive bond yields down...

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PK Wealth Investment Overview – December 2018

Review of the year The year opened well but in February, investors began to fret about Trump tariffs and the start of a US-China trade war. Elsewhere in the world, Merkel struggled to establish a coalition government in Germany. In emerging markets, the beginnings of crises in Argentina and Turkey became apparent by April....

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