Covid-19. We are open for business as usual, using remote meetings where suitable. Please contact us in the normal way on the main office number, 01273 407500, or via e-mail if preferred.

News / page 2

28th February 2020 - Jodie Norman

Why we need more women in the financial services industry

Traditionally, financial advice and wealth management has been a male-dominated industry, with estimates suggesting that female advisers are outnumbered by male counterparts by a ratio anywhere from 10:1 to 6:1. But in the past few years, there’s been a shift. It’s about time: as well as ensuring equal representation in the workplace, gender equality is an important issue worldwide –…

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28th February 2020 - Alicia Buckingham

Capital Gains Tax changes on sale of your Principal Private Residence

Principal Private Residence (PPR) relief is a valuable Capital Gains Tax (CGT) relief. Simply put, if you have occupied your property throughout the time you have owned it, there will be no CGT payable on disposal. However, if there has been any period where you did not occupy your home e.g. lived abroad, CGT may apply on sale. As with…

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11th February 2020 - Hannah Bibby

Welcome to Herbert Scott!

We are pleased to welcome the newest member of the Herbert Scott team – Alicia Buckingham. Alicia has taken on the role of Technical Manager and will be working closely with our Operations Manager, Jennie Snooks, to ensure the efficient and profitable delivery of Herbert Scott’s service proposition as well as ensuring all technical and product specific advice and recommendations…

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29th January 2020 - Samuel Martin

Costs really do matter

Investors frequently focus on the investment returns that their portfolios deliver, but sometimes fail to consider that deductions in the form of the costs and charges imposed by fund managers can have a significant effect on their performance, particularly when taking into account the effects of compounding over the long term.   Imagine three different portfolios that deliver returns of…

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9th January 2020 - Tracey Payne

Is buy-to-let a good investment option?

Getting your finances in order is often something that people think of as a New Year’s resolution and this means our phones ring regularly with new enquiries throughout January and into February. With people wondering about how to make their savings work harder for them the options can be daunting. One question our Financial Planners often get asked is “should…

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6th January 2020 - Ben Nolan

How to save for a grandchild

Wanting to save for a grandchild? – here are some of the options. Many grandparents want to save money for their grandchildren, but it can be difficult to find the most tax-efficient product and to understand the tax rules that apply.  Grandparents can give away £3,000 per annum (each) free from inheritance tax.  Larger gifts can also be made,…

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3rd January 2020 - Ellen Wood

Achieving Diploma Status!

Herbert Scott has always supported the ongoing development of its staff and we are delighted to announce that Sam Martin has recently succeeded in achieving his Diploma in Regulated Financial Services Operations, a highly-regarded financial planning qualification.  He has been flying through his professional exams, achieving his Certificate in Regulated Financial Services Operations in July of this year, and…

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20th December 2019 - Jennie Snooks

Lewes’ Late Night Christmas Shopping

On Thursday 5th December Lewes held its annual Late-Night Christmas Shopping Event.  With our new presence on the High Street we decided to get involved and remained open to give residents the opportunity to pop in and see our newly renovated premises and get to know the team. We got into the Christmas spirit, dressing up as reindeer and standing…

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18th December 2019 - Tracey Payne

Election Outcome

Election outcome: a large Conservative majority ‘One cannot judge a performance in any given field (war, politics, medicine, investments) by the results, but by the costs of the alternative (i.e. if history played out in a different way).’ – Nassim Nicholas Taleb – Fooled by Randomness Waking up to a large…

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18th December 2019 - Jennie Snooks

Christmas Office Opening Hours

The festive season is fast approaching and so we wanted to share our office opening times over the holiday period. We will be working as usual until Friday 20th December, when we will close for the rest of the day from 11.20am for our staff Christmas lunch. We will re-open on Monday 23rd December at 9am, before closing for the…

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