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Specialists

Anna Bowes
Savings Champion Co-Founder
Emma Clement
Associate Director of Operations
Mark Hall
Associate Director of Client Delivery
Susan Hannums
Head of Content & Savings Champion Co-Founder
Lisa Hawkins
Client Relationship Manager
Natalie Lavery
Client Relationship Manager
Kay Park
Associate Director of Change Delivery
Jane Reade
Head of Financial Planning
Rima Shah
Client Relationship Manager
Kiera Swindells
Client Relationship Manager

Latest news and insights

news
Concept of house and property tax and wood cubes with percentage signs

HMRC increases unpaid IHT rate to 8.75%

15th November 2024

Late charges for unpaid inheritance tax jumps to nearly 9% following announcements from Labour's Autumn Budget, a change that could add significant increases to the financial burdens of bereaved families.

insights
Purple Graph

Trumps return - investment boom or inflationary timebomb?

15th November 2024

The US election has dominated headlines and markets over the recent past. Now that the US election has delivered a new President, we can consider how markets have reacted and the broader economic implications.

insights
father and son working in agriculture

Succession planning for farmers

15th November 2024

Labour's Autumn Budget has confirmed changes to estate planning, meaning that farmers looking to pass down their land will be hit harder than most, especially for those looking to pass down family businesses like family-run farms.

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21 May 2024

How to escape the tax raid on your wealth

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The Private Office and TPO are trading names of The Private Office Limited, authorised and regulated by the Financial Conduct Authority, firm reference number 789482. Registered in England and Wales at 2 The Bourse, Leeds LS1 5DE, company number 10226899. 

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Our financial services register entry may be checked by visiting https://register.fca.org.uk/. Please note that the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.