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News & Views

Capital Gains Tax – Simplifying the tax?

On 13 July 2020, Richi Sunak wrote to the Office of Tax Simplification requesting a ‘review of Capital Gains Tax and aspects of the taxation of chargeable gains in relation to individuals and smaller businesses’.

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Market Update – 25.06.20

This edition’s update comes from one of our Investment partners, Seven IM, with their view of the things to have been learnt over the last 3 months when deciding the next investment strategy – ‘Cash Out? Based on What?’ You can view the document here.

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Living in Extraordinary Times – Market Update – June 2020

Living In Extraordinary Times – Market Update June 2020 Approaching 3 months into the UK lockdown, it feels appropriate to take a view on portfolio construction and look at what may happen next.

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Chartered Firm of the Year Awards 2019

We are honoured to announce that HarperLees were shortlisted for the Chartered Firm of the Year Award for the second consecutive year.

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Exam success

We do like an exam or two at HarperLees and encourage all staff to work their way through the various qualifications.

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Top 35 Next Generation Advisers 2019

At HarperLees, we are passionate about helping the next generation with their Financial Planning needs and ensuring that they are properly educated in all financial matters.

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