Blakes Financial Management Ltd is regulated by the Financial Conduct Authority.

FCA number 810027.


Registered office: 17 Temple Street, Aylesbury, Buckinghamshire, HP20 2RN. Registered in England and Wales. Company number 8083044.

Client Newsletter

Welcome to our Clients' Area where you can view our current and past newsletters.

ISSUE 2: Mar / Apr 2017

Under the new Inheritance Tax (IHT) rules, more estates are likely to pass free of IHT post–5 April 2017. By 5 April 2021, some estates worth £1 million will pass free of IHT. This is the good news, but it’s far from the whole picture. For many, in particular the childless, the IHT could in fact (with the effect of inflation) be higher post–5 April 2017.


For the full briefing, please click below:

Smart Money - Mar.Apr 2017.pdf
Adobe Acrobat document [1.3 MB]



ISSUE 1: Jan / Feb 2017

The 2016/17 Year End for tax planning purposes is now only a matter of months away with the deadline approaching on 5 April. Effective tax planning is about knowing the personal and business taxes you are liable to pay and acting to legally minimise them. It is also about maximizing your net income and creating opportunities to invest and save tax-efficiently for the current and future needs of your business, your family and yourself.


For the full briefing, please click below:

Smart Money - Jan.Feb 2017.pdf
Adobe Acrobat document [1'004.8 KB]

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The content is aimed at UK residents or residents of MiFID countries. Decisions should not be taken based solely on the content of the website and individual advice should always be sought first.