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News & Views

Guide: Building a nest egg – How to create financial security for your children and grandchildren

As a parent or grandparent, you may be thinking about ways you can build a nest egg for children or grandchildren.

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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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