Senior Partner Practice of
St. James's Place Wealth Management

COVID19 – Business Owners’ Advice

In this time of crisis, the immediate focus is how to survive... and then, how to thrive. This guide provides vital strategies and tactics you can implement right now and in the medium term, to ensure your business does both.

Broad Chare Partners Sponsors Milestone Charity Golf Day

In line with its milestone 25th anniversary, HospiceCare North Northumberland is hosting its Annual Charity Golf Day at Alnmouth Golf Club, Foxton at 9:30am on 12th May 2020, and we are delighted to be sponsoring the event for the sixth consecutive year.

The importance of shareholder protection

Shareholder agreements can save your business a lot of trouble in the long term. With all the excitement, trepidation and sheer hard work that goes into starting a new business, you might be forgiven for never thinking of a Plan B.

Business Financial Planning: It won't happen to SME

Many smaller businesses are gambling their future by having no insurance against sickness or death of key staff. Looking at the evidence, you could be forgiven for assuming that business owners never fall seriously ill or die.

How to overcome NHS pension taxing issues

It seems even the brightest of us tend to file confusing tax bills in drawers for "later", fooling ourselves that the problem will go away. However, this can lead to unexpected tax bills thanks to pension rules that came into force in 2015.

Annual Review: New Speaker Announced

We are delighted to announce that David Kirk, Professor of Human-Computer Interaction at Newcastle University and Director of Open Lab, will be a guest speaker at our Annual Review Meeting on Thursday 21st November 2019.

Capital punishment

A recent article by St. James’s Place Wealth Management explains that a large chunk of Capital Gains Tax is anticipated to be paid by buy-to-let investors unloading properties as tax changes bite.

Five of the toughest questions a potential buyer might ask

When you run your own business, you have enough worries on your plate. But when you come to sell, you face an unfamiliar challenge. Potential buyers will want to get under the bonnet of your business and ask all kinds of questions you’ve never had to consider.

SAVE THE DATE: Annual Review 2019

We are delighted to announce that we will be hosting our third Annual Review Meeting on Thursday 21st November 2019 at Jesmond Dene House, Newcastle.

Jurassic Perk - A Roaring Success

We are delighted to have hosted a successful event for our clients, professional connections and their families at the Great North Museum: Hancock, which is currently hosting Dippy the Natural History Museum's famous Diplodocus cast.

Broad Chare Partners sponsor North East dealmakers

We are delighted to announce that we are sponsoring the Insider North East Dealmakers Awards 2019. Organised by Insider Media, the awards aim to reward the efforts of people in the region’s corporate finance community.

Brand New WeekWatch

We are delighted to share our new and improved weekly bulletin, WeekWatch, with you.