Three Counties

We pride ourselves on forming long standing relationships...

Our clients are very important to us, we focus on forming long lasting relationships so we can provide expert advice and really get to know our clients, we were thrilled to receive the below feedback from of our long standing clients.

Here's to many more years of providing quality financial advice.

Our sister organisation Greaves West & Ayre are attending the Border Union Show...

Preparations are almost complete!

Our Director, Corryn Wild will be on hand on Saturday 27 July to speak with clients, please drop by for a chat, maybe a hog roast roll or some refreshments.

You’ll find us in Block 1, near the cattle rings.

Gifting assets to children...

Naturally, parents and grandparents want to help where they can, be that supporting with the costs of further education, weddings or house purchases.

Find out more about how you can gift in a Tax efficient way here - https://loom.ly/V0aj40c

For business owners, years of time, energy and hard work go into getting their business off the ground.

But do they put enough thought and planning into the future...

What happens when the winding down/retiring stage hits?

We have a comprehensive guide that can be download that explains the ins and outs.

Follow this link - https://loom.ly/8KbPEAw

Wilma Retired...

We said goodbye to Wilma last week, she's started her retirment journey.

We would like to say a huge thank you to her for all of her hard work over the 20 years she worked at Three Counties.

It's safe to say she is going to be very missed, she was the mother hen of the office, but she's promised us she will keep checking in on us all.

The Pension Auto Enrolment policy was introduced over 10 years ago...

It has helped millions of people add to their pension pots and has achieved over £114bn in savings.

If your self-employed you won't have access to a workplace pension, so it might be time to look into setting up a personal pension, they’re a great way to save for retirement. They can also be set up in addition to any workplace pensions.

You can read more here - https://loom.ly/8s7oFkY

We can offer support if you have any questions. If you need help in managing your pensions, would like to get some more information, or if you are looking to set up a personal pension, please get in touch, we’re here to help.

One of the announcements from the budget on 6 March was the confirmation of creation of the British ISA.

Details still need to be finalised, however, we explain the positives and the things people should consider in our latest blog post below.

We await the details of the British ISA eagerly.

Read more here - https://loom.ly/-awZAOU

2024 always promised to be a busy year for elections, with one half of the world’s population heading to the polls!

As far as financial markets are concerned, political surprises have now bubbled up in several countries within a short period of time.

With much still to be decided by voters, there is greater uncertainty in the short-term investment outlook.

Read our full monthly market commentary here - https://loom.ly/rPWuIuM

Wishing all the great dads a very Happy Father's Day.

We are also thinking of the people who find this day difficult.

We were proud to support the Durham Regatta again this year.

It was a great event, with a great turn out and the sun even came out.

Closing Date Monday 10 June...

We are looking to recruit a Wealth Administrator to work at our office in Lambton Park, Chester le Street, Bournmoor, County Durham.

Don't miss the closing date! You can find out more about this role & how to apply here - https://loom.ly/z_8TIuo

You shouldn't just think about tax planning when the end of the tax year is approaching...

You should consider it throughout the year, so you make the most of the allowances you are entitled to.

Below we share some recommendations that you should consider throughout the year - https://loom.ly/ip2HvQo

HMRC National Insurance Extension...

Taxpayers now have until April 2025 to make any additional payments to their National Insurance (NI).

To help you understand whether paying voluntary contributions, which could help you boost your state pension entitlement, is right for you, read more here - https://loom.ly/VubemFc

We are recruiting...

We are looking to recruit a Wealth Administrator to work at our office in Lambton Park, Chester le Street, Bournmoor, County Durham.

You can find out more about this role & how to apply here - https://loom.ly/z_8TIuo

May Bank Holiday...

A reminder that our office will be closed on Monday 27 May for the Bank holiday.

The outlook for UK stocks and the UK economy suddenly looks quite promising...

Find out about the rest of the worlds stocks and economy forecasts in our latest monthly market commentary.

View the article - https://loom.ly/yJYZBEs

This week marks Dementia action week...

Everything 3 minutes someone in the UK develops Dementia/Alzheimer's, a scary statistic.

What's scarier is not knowing what to do when these situations arise, a lot of the financial responsibility falls to family members.

Our Director, Corryn Wild, is a SOLLA accredited later life adviser. She can offer advise when looking at matters such as care funding or if equity release could be an option.

You can find out more here - https://loom.ly/itgDtVY

It’s and the theme this year is Movement.

One of the most important things you can do to help protect your mental health is regular movement. Moving more can increase your energy, reduce stress and anxiety, and boost your self-esteem.

At Three Counties Ltd we offer to our staff which offers some great discounts on gym memberships and online classes, we also provide Mental Health First Aiders who are trained to offer help and support to our colleagues.

If you’d like to improve your mental health by moving more, read our tips to help you get started. - https://loom.ly/X-hisRQ

Struggling to get to grips with the ins and outs of protection policies?

There are so many protection polices available and each one will suit different peoples/businesses needs.

We cover the basics in our protection guide which can be downloaded here - https://loom.ly/AI6jS6A

We are more than happy to speak with anyone who needs more advice, we also offer a free financial review for both individuals and businesses, don't hesitate to get in touch.

May Bank Holiday...

A reminder that our office will be closed on Monday 6 May for the first May Bank holiday.

The Pension Auto Enrolment policy was introduced over 10 years ago...

It has helped millions of people add to their pension pots and has achieved over £114bn in savings.

If your self-employed you won't have access to a workplace pension, so it might be time to look into setting up a personal pension. They’re a great way to save for retirement, they can also be set up in addition to a work place pension.

You can read more here - https://loom.ly/8s7oFkY

We can offer support if you have any questions. If you need help in managing your pensions, would like to get some more information, or if you are looking to set up a personal pension, please get in touch, we’re here to help.

Wishing all our English clients, friends and family a very happy St. George's Day

A little Three Counties April recap...

A big thank you to Swinburne Maddison LLP for inviting our lovely colleague Emma Marshall and Director Corryn Wild to make some Easter Eggs.