News

Loch Associates blog

Can businesses stop company sick pay for isolating, unvaccinated employees?

28 January 2022

By Loch Associates Group.
While a headline grabber, we do wonder if they have considered all the ramifications of doing this. Aside from potential indirect discrimination issues arising, you would need to change contracts of employment to force an employee to disclose their vaccination status.

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Learning to live with covid Crown Wealth Consultants

Learning to live with Covid

21 January 2022

By Crown Wealth Consultants.
Some clients meet us at home, some at our local office, others at our Covid secure St. James’s Place locations, some online and of course, there is still the traditional, but in some places, dying art of talking over the telephone! We flex between all of these to make everyone feel safe and comfortable. 

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Grovewood Wealth Management Blog

Lynne’s Latest Sandwich Generation Blog

20 January 2022

By Grovewood Wealth Management.
Whilst it may not be Christmas anymore, there is some very important information inside the article that shouldn’t be missed.

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Insightful articles by Loch Associates in Decembers newsletter.

23 December 2021

By Loch Associates Group.
Article 1: The impact of Covid-19 has seen unprecedented changes in the workplace
Article 2: Stella Creasy, MP, was recently reprimanded for having her three-month-old baby in the House of Commons.  This led to the Commons Speaker asking a committee of MPs to review the rules on this.

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Tax Year End Review 2021-2022

Year End Tax Review with Warren House Chartered Accountants 2021-2022

22 December 2021

By Brighton & Hove sponsor, Warren House Chartered Accountants.
Here is our Year-End Tax Review. It covers the key tax changes, working-at-home allowances, tax breaks on savings, and so much more…

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Christmas Tree image for update blog post

Christmas is the time for giving

15 December 2021

By sponsor Humphrey and Co.
Many were expecting the chancellor to announce changes to inheritance tax (IHT) in his Autumn Budget. However, like capital gains tax (CGT), the rules have remained broadly the same as last year. This means that each tax year individuals can make gifts of up to £3,000 in total and that amount is not included in their cumulative total of gifts for IHT.

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Keeping it in the Family 'Sandwich Generation' with Lynne Gadsden - Grovewood Wealth Management

Keeping it in the Family ‘Sandwich Generation’ by Lynne Gadsden – Grovewood Wealth Management

10 December 2021

By sponsor Lynne Gadsden – Grovewood Wealth Management.

Often it is those of us ‘inbetweeners’ that help manage the finances for the whole family and I know that many are concerned that their parents have got their finances sorted out correctly, particularly when it comes to passing the wealth down the generations.

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The benefits of financial advice for women

Uncovering the wider benefits of financial advice

02 December 2021

By sponsors Crown Wealth Consultants.
Financial advice is more important than ever. Not only have changes in pensions and financial regulation placed more responsibility for planning retirement income into the hands of individuals, but the coronavirus pandemic has also reminded us all that unforeseen events can rock the foundations of what we had thought was a stable financial footing.  

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Man shaking hands with clients

At Loch Associates Group, People are our business™

26 November 2021

At Loch Associates Group, People are our business™. Our HR Consultants and Employment Law Solicitors manage the most difficult employment issues for our clients so that they can sleep at night knowing they are in good hands.
 
 

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Man looking at finance graphs

COP26: how to finance the shift to a more sustainable future

19 November 2021

Engagement is vital in helping the world’s largest carbon emitters transition to net-zero, writes Rob Gardner, Director of Investments at St. James’s Place.COP26 has emphasised the need for companies to do their part in helping to halt climate change.

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Women on phone discussing autumn budget

Autumn Budget 2021

12 November 2021

By sponsors Humphrey & Co.
On 27 October 2021, the Chancellor delivered his third Budget in conjunction with the Public Spending Review.
Many of the spending announcements had already been leaked to the Press prior to Budget Day and arguably a lot of it was not new money. The Chancellor did however manage to keep a few surprises back for Budget Day.

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Woman taking about finances

Women and finance

05 November 2021

By Lynne Gadsden – Grovewood Wealth Management.
On the 7th of October this year, I was excited to attend the 2021 awards ceremony, this time in person, and was a finalist in this same category again, as well as in the ‘Woman of the Year – Vulnerable Client Care’. 

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