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*** IMPORTANT: Contacting us during the Coronavirus (COVID-19) outbreak ***

The UK Government has announced stringent measures to help curb the spread of coronavirus (COVID-19) restricting travel, enforcing working from home and support for businesses financially.  In response, InvestAcc has asked all colleagues to work from home until further notice Read more

March 26th, 2020

Be careful to avoid coronavirus scams in 2020

With the UK under lockdown since March 2020, one of the sad and concerning outcomes has been a notable rise in ‘Covid-19 scams’. Here at InvestAcc, our financial advisers have been working hard to raise awareness about this issue in Cumbria, Teesside and across the North of England.

May 21st, 2020

Is it time to update your financial protection strategy?

The UK is now starting to ease its way out of lockdown, yet concerns are still widespread about how Covid-19 will be contained and ultimately defeated. Here at InvestAcc, our financial advisers have been in regular discussions with people in Cumbria, Teesside and across the North of England about how the current situation affects their finances. Do you need to do more to protect your wealth and income at this time, for instance?

May 15th, 2020

How to use the Bank of England base rate changes to your advantage

March 2020 might feel like a long time ago here in May 2020, but the decisions taken by the UK authorities are still having far-reaching effects on the economy and household finances. One notable development was the Bank of England’s (BoE) decision to lower its base rate – twice. Within the space of a week, the 0.75% rate was cut to 0.25% and then to 0.10% where it still currently stands.

May 8th, 2020

Should you move to ‘safe investments’ due to Covid-19?

At the time of writing in May 2020, many people are still concerned about their investments and pension pots. The Covid-19 pandemic and resulting national lockdowns have sent shocks throughout global stock markets, with the first quarter of 2020 ending a near-11-year bull run since the end of the 2008-9 financial crisis. At InvestAcc, our financial advisers have been helping people in Cumbria, Teesside and across the North of England deal with the current situation and make good long-term investment decisions based on clear thinking, and sound evidence.

May 1st, 2020

COVID-19: Should I postpone retirement for now?

COVID-19: Should I alter my retirement plans?

At the time of writing in April 2020, the UK (and wider world) is still engaged in an unprecedented lockdown to try to slow the spread of coronavirus (COVID-19). Stock markets across the world have taken a huge hit, with the FTSE 100 reaching its lowest point since 2016 by the 6th of March, only to see its worst day of performance since 1987 just one week later.

April 25th, 2020

How to get the best tax deal in 2020-21

How to make the most of your tax allowances

Few people jump at the thought of sorting through their taxes, but it certainly feels good to make the most of your tax allowances after some careful planning. Here at InvestAcc Wealth Management, we have recently helped clients organise their tax planning before the April 5th deadline (when the tax year ends).

April 16th, 2020

Inheritance Tax 2020

Inheritance Tax 2020: 4 ways to cut it

Inheritance Tax (IHT) received no mention in the Chancellor’s March 2020 budget. This surprised many commentators since there had been rumours of reforms to the system over the past few years (which is widely seen as cumbersome and complex). Indeed, one influential group of MPs in January 2020 called for the 40% IHT rate to be lowered to 10%, in exchange for a reduction or eradication of certain tax-free ’loopholes’ (e.g. the ’7-year gifting rule’).

April 9th, 2020

Timing the Market

Time in the market vs timing the market

With recent events, we would like to remind investors of the long-term benefits of remaining invested and that short-term market volatility is inevitable, particularly when there is uncertainty about how long the current health and economic emergency will last. Investor Read more

April 2nd, 2020

Our office

Coronavirus / COVID-19

With the World Health Organisation now classifying COVID-19, the disease caused by Coronavirus, as a Pandemic, we want to let you know that InvestAcc has long established business continuity plans which are continually being reviewed in the light of new Read more

March 17th, 2020

Budget Summary – March 2020

We have produced a short summary of the Budget which you can read here. If you have any questions or would like to discuss any of this, please get in touch.

March 13th, 2020


Our Tees Valley office is moving!

On Monday 8th July 2019, our Tees Valley branch is moving to: Dakota House25 Falcon CourtStockton on TeesTS18 3TX There are no changes to phone or fax numbers. 

July 8th, 2019