BKL Wealth magazine: Winter 2022

In this Winter 2022 edition, our wealth management team looks at:

  • New Year’s tax saving resolutions: making full use of your relevant tax planning opportunities
  • Beating the ISA deadline: time to give your financial future a boost?
  • Adult social care charging reform: What will the Government’s proposals mean for the social care system?
  • Investment: Is your wealth protected from the damaging effects of inflation?

And more!

You can read this edition by clicking below.

For more information on the topics covered, please get in touch with your usual BKL contact or use our enquiry form.

BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.

NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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