Investment Management

A wide range of services where you can choose your level of involvement in managing your investments. You can take all the investment decisions yourself and simply give us your instructions, you can access our expert advice for your portfolio or entrust the decisions to your dedicated investment managers.

As an independent investment manager, not tied to any funds, products or large institutions, we offer you transparency and flexibility to ensure that your objectives are met efficiently and successfully.

Walker Crips wants certainty over taxation framework in Osborne’s pre-election giveaway

Walker Crips, the Investment and Wealth Management group, would like the Treasury to provide more certainty to the taxation framework.

This year’s Budget comes weeks before a general election in which George Osborne may take the opportunity to keep voters happy with some pre-election giveaways.

David Hetherton, CEO, Walker Crips Wealth Management says:

“It would help both clients and financial advisers with planning if we knew the annual pension allowance would stay the same at £40,000 along with ISA and Inheritance Tax (IHT) limits. A period of stability would be welcome.

“However a greater £500k nil rate band for IHT per person would be helpful and George Osborne has hinted at raising the threshold. We currently feel the threshold limit is low especially as over the last few years our clients’ investment portfolios and property values have increased significantly. It feels unfair that people should work their entire lives building wealth only to have the Government take a large portion of  their estate upon passing down to relatives. We certainly welcome the upcoming new pension rules in this respect.

“As well as IHT limits, the annual pension allowance is a real target for our clients to aspire to and this should be fixed, at least for a 5 year period. There should not be any further reductions in the annual pension contribution limit of £40,000. We are advising clients today based on current limits, changing them would not assist planning matters.”

Media Enquiries:

Four Broadgate

Roland Cross / Gareth David / Aramide Debo-Aina
[email protected]
Tel: +44 (0)20 3697 4200

Subscribe for free resources
& news updates.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form