April news article

On the exam trail… April each year sees the latest sitting of the Chartered Insurance Institute (CII) advanced diploma exams and myself and two colleagues undertook the challenge of sitting exams. Whilst many people have been complaining about the cold and rainy weather I have to admit this has helped with dedicating time to study […]

March news article

Tax Efficient Life Cover For Business Owners Shareholding directors can now have personal life and/or Critical Illness cover paid for by their business and incur no benefit in kind (P11d) tax charge, thus making it more tax efficient. It is quite possible that you may already have some life or critical illness cover attaching to […]

February news article

Protecting your family financially isn’t the only way to help! Often in a family situation one person will deal with the financial aspects such as savings, investments, pensions and the like. History shows (rightly or wrongly) that the male half of the relationship takes the lead. But who would your other half turn to in […]

January news article

Independence Unbeknown to me, one of my clients recently wrote an article for a private investors’ magazine about the word ‘independent’ in relation to Independent Financial Advisors (IFAs). He was a relatively new client whom I had met from a referral from a professional connection and after a couple of meetings and the provision of […]

Financial Thinking 2018

Register now for one of the Michael Ambrose Limited Financial Thinking 2018 seminars – in Leicester, Loughborough, Nottingham and Coventry. Topics include: Sustaining wealth during retirement Inheritance Tax and planning for the future World events and how they affect you Please complete the registration form below to book your place: