Thinking about investing for your child’s future?

Investing for your child’s future as early as possible is a great way of saving each year to build a sizeable amount in the long term, perhaps for further education or towards their first property purchase.  The Junior ISA (JISA) is a tax efficient way for parents and grandparents to save on behalf of children […]

Cave’s Quarterly – Q1 2021 Round-Up

It’s that time of the year again! There is a lot to discuss in this year’s first edition of Cave’s Quarterly, from promising vaccine news to the potential recovery of the commercial property market. Please click the link below to read the full feature. Read Cave’s Quarterly – Q1 2021

We are committed to the Financial Vulnerability Taskforce Charter

Although we do our best to avoid it, any of us can find ourselves being in a vulnerable position at some point in our lives. At Cave & Sons, we understand the responsibility we have to understand the wider issues of vulnerability, and are committed to adopting our best practices to better support vulnerable people […]

Budget 2021 – What it means for your investments and pensions

Businesses and individuals alike watched with bated breath to hear what Chancellor Rishi Sunak would announce to a) assist with the UK’s recovery and b) to reign in the ever-increasing debt as a result of the Government’s response to Covid-19 pandemic. Whilst I will not comment on the appropriateness of the announcements made in the […]

An image of Bitcoin.

Cryptocurrency – the basics

The internet has spawned many ‘things’ since its invention – for better or for worse. While cryptocurrencies have garnered a lot of attention in the past few years, crypto” as it is often referred, was actually first conceived back in 2009.  You have probably heard of Bitcoin. If someone had invested $1000 in Bitcoin back […]

Calendar zoomed in on April 5th

The 2020/21 Tax Year – Use it or lose It

With the 2020/21 tax year drawing to a close, and many of us having our minds on other things (particularly given the challenges that the last year has brought to us all), I thought it would be timely to provide a reminder of the financial planning opportunities available, with a particular focus on utilising allowances […]

How to get your finances in shape – tips for 2021!

The start of a new year is usually when we look to make changes in our lives. The word ‘resolutions’ is brought up in many conversations and the old adage New Year, New Me” is often thrown around. Typically speaking, this tends to be when we promise ourselves to eat healthier, drink less, exercise more, […]

We’ve Been Shortlisted!

We’re delighted to announce that we’ve been shortlisted in the ‘Best Discretionary Wealth Manager’ category at the City of London Wealth Management Awards. If you’d like to vote, please visit – https://lnkd.in/eVCqvzi

Cave’s Quarterly – Q4 2020 Round-Up

As we continue our way through strange and unprecedented times, Cave & Sons present you with our quarterly round-up of the industry. Please click here to view the round-up.

An image of a legal hammer.

The Importance of a Lasting Power of Attorney

Clients will often confirm that they have made a Will and put arrangements in place for how things are to be dealt with upon their death but have historically often neglected Powers of Attorney and therefore have no provisions in place should they lose mental capacity during their lifetime or become incapacitated due to ill […]