Financial News & Investment Views

Keep up to date with financial news and information

Latest financial & investment posts.

Spring Daffodils
9 April 2019

Happy New Tax Year!

Out with the old and in with the new is very appt when talking about annual allowances. The last few weeks have been very busy as clients seek to take up their full ISA and pension contributions for the 18/19…

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Estate Capital Financial Management Logo
9 April 2019

Estate Capital launches new website

We are delighted to announce the launch of our new and updated Estate Capital Website. The website has been totally rebuilt and has a number of new sections and additional content. May we thank all of you who supported our…

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Foreign Secretary Philip Hammond
20 March 2019

Our portfolios are now fully invested

At the end of last year, we were concerned with the volatility in the markets with interest rate rises by the Federal Reserve, the trade dispute between Chins and the USA, the slowing of the Chinese economy, the uncertainty of…

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12 March 2019

The Residence Nil Rate Band – An Overview

The Residence Nil Rate Band (RNRB) could potentially save a client’s estate a lot of money in Inheritance Tax. The RNRB began on 6 April 2017. For deaths that occur after this date, estates can claim the RNRB in addition…

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Top 100 Financial Advisers Cake 2018
23 January 2019

Thank you for helping us make the top 100

We would like to thank the many clients who have been in touch to congratulate us on our entry into the FT Adviser top 100 adviser firms in the UK A particular big thank you goes to David Strawbridge of…

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The People's Bank of China
19 December 2018

The world has re-mortgaged

In the ten years since the financial crisis, the combination of central bank’s increasing their bond buying program’s and an increase in household, corporate and government borrowing has taken world indebtedness from US$173tn in 2008 to US$247tn in 2018. Over…

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Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763