Niche Private Clients

9 Articles

Insight ×

When transitioning to retirement and beginning to draw an income from your investment/pension portfolio, a critical but often overlooked risk comes into play: sequencing risk. Unlike market risk, whic...

Insight

4 Feb 2025

Joe Bezani

Autumn Budget 2024: A financial planning perspective

Following weeks of speculation, on Wednesday afternoon Chancellor of the Exchequer, Rachel Reeves, presented the Labour government's first budget of their new term. Leading up to the budget we saw inc...

Insight

1 Nov 2024

Rhys Hicks

Spring Budget 2024: A financial planning perspective

As you will most likely have seen, yesterday saw the Chancellor of the Exchequer deliver what could be the final Budget before the next General Election. With that in mind, many had predicted a statem...

Insight

7 Mar 2024

Aled Phillips

Market Update with Aled Phillips

Global stocks had another positive month in June, with prices rising by over 5%. These gains were broad based, meaning the market as a whole experienced increases. Developed markets did however perfor...

Insight

11 Jul 2023

Ryan Caisley

Reclaiming Personal Allowance: Avoiding the 60% tax trap

As individuals, we all want to make the most of our hard-earned money while minimising our tax liabilities. One effective way to achieve this is by reclaiming lost personal allowance through pension c...

Insight

6 Jul 2023

Ed Peach

National Insurance: Should I make a shortfall payment?

The deadline to cover any National Insurance (NI) contribution shortfalls between 2006 and 2016 is just over a month away. From August 2023, you will only be able make up gaps in your contributions fr...

Insight

12 Jun 2023

Joe Bezani

Spotlight: Enterprise Investment Schemes

In our previous Spotlight article , we delved into Venture Capital Trusts (VCTs). Today, we take a closer look at its very slightly older sibling, the Enterprise Investment Scheme (EIS). Whereas VCTs ...

Insight

21 Jul 2022

Joe Bezani

Spotlight: Venture Capital Trusts

Here at Niche, we are committed to delivering not only the best advice possible, but also ensuring clients are confident in the avenues available to them, and have a sound knowledge of what we're reco...

Insight

10 Jun 2022

Rhys Hicks

Finding your Number

Many of us ask the question, ‘How much would I need to retire right now?’ or wonder if you do indeed have enough to retire right now. You may be going through a business exit and have received an offe...

Insight

20 Jan 2022

01633 851805 • 020 3878 3025

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5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS

01633 851805 • 020 3878 3025
[email protected] 5 & 6 Waterside Court, Albany Street, Newport, NP20 5NT

Chancery House, 53-64 Chancery Lane, London, WC2A 1QS