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.

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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 […]

Covid-19: how will the government pay for the recent increase in national debt?

Nobody could have predicted the tumultuous year we have had so far. If one thing is certain, however, it is the fact that 2020 has seen the largest amount of government borrowing since World War II. Support measures such as the furlough scheme, Eat Out To Help Out, bounce-back loans for businesses, as well as […]

Cave’s Quarterly – Q3 2020

We’re pleased to share our latest Edition of Caves’ Quarterly, which summarises the previous periods’ economic and market developments and casts an outlook towards the winter months ahead. Please click here to view the document in its entirety.

An Overview of Mortgage Cover and Income Protection

We are now living in unprecedented and difficult times. Covid19 has highlighted to us all the impact that elements out of our own control can have on our livelihoods and standard of living. During these periods, we believe it is important to reflect on, and review, your own financial circumstances to ensure that you have […]

NS&I Interest rates slashed

National Savings and Investments, or NS&I as they are more commonly known, announced recently that both their interest ratesand Premium Bond prizes are to fall at the end of this year. You can find out more information about the change by clicking here.

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Why it is important to seek out financial advice

It is thought that only around 10 to 15% of adults living in the UK have sought out professional financial advice. Yet, studies have shown that people who seek financial advice have, on average, in a better position ten years down the line than those who did not.  Of course, there will be many reasons […]

The Probate Process Explained

Probate is the judicial process whereby a will is proved” by a court of law and accepted as a valid public document, which leads to the distribution of a deceased person’s estate, and ensures that the conditions of their Will are met. During this process, the Executors of the Will distribute the deceased’s possessions, money, […]

What do you do with shares when somebody dies?

Losing a loved one is an incredibly difficult time. When mourning somebody close to you, it can be difficult to begin considering the complex process of administering a deceased’s estate, yet the task of doing so is vitally important. Cave & Sons can support you in this difficult time by helping you to navigate through […]