We are thrilled to announce a partnership with GrowthInvest to provide access to our IHT Portfolio product, which offers advisers and their clients combined exposure to Alternative Investment Market (AIM) & Asset Backed (AB) investments, incorporating a range of different Portfolio Managers with different investment strategies. The partnership with GrowthInvest means that all this...
We are delighted to announce we have been shortlisted in the MoneyAge Awards for Small to Medium Wealth Management Firm of the Year 2021! We are very proud of our hardworking team for being recognised for these awards, especially with the difficulties that have been presented through the global pandemic. COVID 19 Response The COVID 19...
In this final part of a mini-series looking at retirement coaching, working in conjunction with The Lang Cat and Ascentric, Martin Crawley-Boevey and Michael Usher explain the intrinsic links between coaching techniques and their planning and investment processes. Martin Crawley-Boevey, Head of Financial Planning. Coaching and the advice process We have a six stage...
David Truscott and Miranda Penny, Directors at PK Group, hosted a webinar on the Budget, unveiling a broad array of tax reliefs and rises, self-employed support and other issues that may well impact PK Group’s clients. The full PK Group Budget webinar is now available here. PK Group works with businesses and individuals to...
PK Group have prepared a Budget summary which provides an overview of the key announcements arising from the Chancellor’s speech. Director David Truscott – Head of Accounting and Assurance, and Miranda Penny – Tax Director, delivered a breakdown of the report virtually over Teams. The Chancellor Rishi Sunak presented his second Budget on Wednesday...
Our shared values are the glue that binds us together. We depend on one another so it is important there is alignment on our shared values between individual and corporate goals. For example, a third of our workforce are shareholders in the company. Roles and responsibilities are clearly defined. We share relevant information with...
Our Director of Financial Planning Martin Crawley-Boevey expressed his views in a recent webinar exploring EIS costs and exit opportunities which may only be of interest to high net worth or sophisticated investors with a speculative attitude to risk. Please note that this is not our production, but information and opinions from a meeting...
The VAT payment deferral scheme has been extended for those businesses who still have payments to make for the VAT deferred between 20 March 2020 and 30 June 2020. Businesses, who cannot pay their deferred VAT in full by 31 March 2021, can opt in to the VAT deferral new payment scheme when it...
The Self-Employment Income Support Scheme (SEISS) has been extended and the third grant claim is now available to be claimed online by businesses who have been affected by coronavirus on or after 1 November 2020. Businesses, trading as a sole-trader or partnership can make a claim for the third grant, even if they did...
PK Wealth Market Update Michael Usher, Investment Director at PK Wealth, discusses global equity and fixed income performance then focuses on the PK Wealth discretionary portfolios. Michael covers asset allocation, style and sector analysis, closing with a peer group performance comparison. The views and information contained within this PK Wealth Market Update video are...