Latest News

In part 2 our Tax Efficient Investing webinar, our financial adviser Scott Kent joins the private client team from MHA MacIntyre Hudson to look at the rules associated with pension reliefs and where the opportunities exist. They also cover the Inheritance Tax benefits associated with qualifying investments for Business Relief, and how this compares to…

15 December 10am In part 2 of our Tax Efficient Investing webinar, Chartered Financial Planner Scott Kent is joined by Tax Partners Patrick King and James Kipping from MHA MacIntyre Hudson, to provide insights on investing in Pensions and the associated tax reliefs and restrictions. We also look at how investments qualifying for Business Relief…

15 November 10am We are teaming up with the private client & entrepreneurial business team at MHA MacIntyre Hudson, to bring you a monthly webinar series. Each month, we will focus on a key topic, and conclude with an open clinic to discuss specific questions or concerns you have. In this webinar, we look at…

Whilst there is recognition of the need to cover risks which may affect machinery, technological equipment and the premises, the one element of cover that, from our experience, seems to be commonly overlooked is that of protection for the business owners and their key members of staff. This is an area where we believe we…

Welcome to the latest edition of Caves Quarterly, where we take a look back over the last few months and look ahead to the future. To read, please click the link below:   Read Caves Quarterly

With 115 years of history behind us, we are now pleased to unveil the next phase of our growth. The Financial Conduct Authority (FCA) have recently approved our partnership with MHA MacIntyre Hudson, one of the largest firms of accountants, tax and business advisers in the UK. In recognition of this venture we have a…

We are all shocked and saddened by events in Ukraine. Vladimir Putin’s horrific invasion of Ukraine has and will continue to have disastrous consequences for the people of Ukraine, and we at MHA Caves Wealth stand in solidarity with all those affected. Although we are talking here about the impact on markets, we acknowledge first…

With the end of the tax year fast approaching, many individuals will have been considering further funding their pensions and ISAs, looking to utilise the allowances available to them by taking advantage of the tax relief on pension contributions and the protection from taxation on profits and income within an ISA. In addition to these,…