Keeping Your Investment Strategy in Check – Alex Shaw
Nowadays, it’s very easy for investors to access their portfolios. While good for transparency, this might not be best for long-term investment returns.
Inheritance Tax Planning for Woodland Property – John Brien
Senior Adviser John Brien discusses the issues around inheritance tax planning for properties with woodland.
Dementia Awareness Week – Rebecca Hutchinson
Solicitor Rebecca Hutchinson discusses the Law Commission’s proposed changes to “outdated” Wills law.
And the Winner is………. Northern Ireland
Election commentary by Investment Manager David Battersby A second election in as many years and the Conservatives are still the largest party but no longer with a majority so how did this come about. On 18th April Theresa May announced a snap general election to take place on Thursday, 8thJune. This was a surprise…
Growing demand for private client lawyers – Martin Hasyn
Director Martin Hasyn comments in the Solicitors Journal.
Identifying clients’ unique requirements is key task – Director Alex Shaw writes for FT Adviser
Director Alex Shaw examines the need for advisers to identify clients’ unique requirements in relation to political developments in FT Adviser.
Progeny Private Law ranked as a top private client firm by eprivateclient
Progeny Private Law ranked as a top private client firm by eprivateclient.
Dementia Awareness Week – Rebecca Hutchinson
Solicitor Rebecca Hutchinson discusses Dementia Awareness Week 2017.
Probate fee increase is scrapped – Martin Hasyn
Director Martin Hasyn highlights the recent announcements in relation to probate application fees.
How Watertight is Your Will? – John Brien
Senior Adviser John Brien examines the recent Ilott v Mitson case, which highlighted the changing landscape for family members to contest wills.
Fees to register Lasting Powers of Attorney to fall from 1st April – Rebecca Hutchinson
Solicitor Rebecca Hutchinson examines the new fees to register a Lasting Power of Attorney.
Residence Nil Rate Band – 5 things you need to know
Georgia Samardzija discusses the five things you need to know in relation to the Residence Nil Rate Band.
Progeny taking Yorkshire expertise to capital – Neil Moles interviewed in The Yorkshire Post
The Progeny Group’s Managing Director Neil Moles has been interviewed in The Yorkshire Post in relation to the firm’s plans for further growth in London.
Progeny Group plans to grow after merger – Neil Moles interviewed in FT Adviser
The Progeny Group’s Managing Director Neil Moles has been interviewed in FT Adviser in relation to the firm’s plans for further growth.
Profile: Managing Director Neil Moles interviewed in Citywire Wealth Manager
The Progeny Group’s Managing Director Neil Moles has been interviewed in Citywire Wealth Manager.
Managing Director Neil Moles interviewed in Wealth Adviser
The Progeny Group’s Managing Director Neil Moles has been interviewed in Wealth Adviser in relation to the Group’s rapid growth and developing a client-focused business model.
Managing Director Neil Moles interviewed in Legal Futures
The Progeny Group’s Managing Director Neil Moles discusses the need to ‘give advice not options’ and Progeny’s rapid growth in Legal Futures.
Managing Director Neil Moles interviewed in Portfolio Adviser
The Progeny Group’s Managing Director Neil Moles discusses the Group’s business model and rapid expansion in Portfolio Adviser.
Craig Melling comments in City AM
Investment Manager Craig Melling discusses the US interest rate hike in City AM.
The Progeny Group featured in Citywire Wealth Manager’s 2016 boutique year-end round up
The Progeny Group has been published in Citywire Wealth Manager’s ‘Battle of the boutiques: 25 boutiques launched in 2016’ feature.
Progeny Asset Management partners with leading industry custodian
Progeny Asset Management, part of The Progeny Group, today announces its partnership with leading custodian Winterflood Business Services (WBS).
Wealth M&A: how consolidators can ensure success
Managing Director Neil Moles examines M&A activity across the UK’s Asset and Wealth Management sector, and the role of consolidators in the industry.
The financial markets react to Donald Trump’s election
Investment Manager David Battersby examines the financial markets’ reaction to Donald Trump’s election.
Progeny Private Law ranked in Chambers UK 2017
Progeny Private Law are delighted to be ranked in the Chambers and Partners UK 2017 Guide.
Progeny Corporate Law announces arrival of its new Corporate Team
Progeny Corporate Law today announce the arrival of its new Corporate Team.
Progeny Asset Management partners with leading industry service providers
Progeny Asset Management are pleased to announce that news of our partnership with leading service providers IRESS and Winterflood Business Services has been published in Citywire Wealth Manager.
Progeny launches new investment firm Progeny Asset Management
Progeny, the multi-service professional platform, announce today the launch of Progeny Asset Management, a discretionary investment management firm offering bespoke and model portfolios.
Peer to Peer lending – a new dominant force in lending
David Battersby investigates the increasing popularity of Peer to Peer lending.
The Progeny Group sponsors Yorkshire Business Insider’s Rich List 2016
The Progeny Group is today delighted to announce our sponsorship of Yorkshire Business Insider’s Rich List 2016.
The Progeny Group partners with Northern Ballet
The Progeny Group is today pleased to announce its new partnership with Northern Ballet.
Property funds post-Brexit
Rachel Blythe examines post-Brexit investment anxieties and the impacts on property funds.
Entrepreneur & Investor – The Role of the Trustee – The Benefits of Having Third Party Professional Advice
Director Frances Davies examines the role of the Trustee and the benefits of having third party professional advice for Entrepreneur & Investor.
Entrepreneur & Investor – How to Establish a Boutique Law Firm
How to establish a boutique law firm, published in Entrepreneur & Investor.
The Bank of England cuts interest rates post-Brexit
David Battersby examines the Bank of England’s decision to cut interest rates to support business and maintain confidence.
Director Alex Shaw comments in Investment Week – Smaller wealth management firms at risk as M&A deals reach eight-year high
Director Alex Shaw comments on M&As in the wealth management industry in Investment Week.
Emerging HNWI investment trends in the family office industry
Progeny Corporate Law’s Client Relationship Manager, David Reed, examines emerging High Net Worth Individual (HNWI) investment trends in the family office industry.
Progeny Wealth Director Director Alex Shaw – Man at the top: What will Andrew Bailey bring to the FCA?
Director Alex Shaw’s article, published in Professional Adviser and Investment Week, examines the FCA and the role the new CEO, Andrew Bailey, will play in the Organisation’s activities.
Helping your business to navigate through Brexit
Following the vote to leave the European Union, the political, legal and economic ramifications of this decision are likely to be significant. While a number of EU leaders are calling for a quick break, the UK Government seems in no rush to trigger the withdrawal process under Article 50 of the Treaty of the European…
Brexit – don’t panic
David Battersby provides insight into Brexit and its impact on investors and the financial market.
Progeny Wealth Director Alex Shaw discusses M&As in the wealth management industry
Director Alex Shaw’s articles examining the reasons driving the recent increase in Mergers & Acquisitions (M&As) in the wealth management industry have been published in Wealth Manager, Wealth Briefing, FT Adviser, Wealth Adviser and Real Business.
Progeny Corporate Law are shortlisted for The Lawyer Business Leadership Awards 2016
Progeny Corporate Law have been shortlisted for the category of Innovation in Pricing at The Lawyer Business Leadership Awards 2016.
Jon Moody joins Progeny
News of Jon Moody joining Progeny has been published in the Yorkshire Post and BQ Live.
Jonathan Crew and Sabina Dzudza joins Progeny
Jonathan Crew and Sabina Dzudza join Progeny Corporate Law expanding its UK & international commercial and residential property offerings.
Progeny Wealth are pleased to announce Charlotte Willis joins the firm
We are pleased to announce Charlotte Willis joins Progeny Wealth as our Compliance Manager.
Progeny expands practice with new hires
News of our recent hires has been published in Citywire Wealth Manager.
Progeny Wealth launches its London seminar programme
Progeny Wealth announce their seminar programme covering topics from pension reforms & auto-enrolment, to buy-to-let property portfolios and business succession planning.
Congratulations to Tracy Simpson
Tracy Simpson, Principle Paraplanner at Progeny Wealth, has graduated as a Fellow, by the Personal Finance Society
Coverage of Progeny Launch in New Law Journal
Recent news of the Progeny Group launch has been published in New Law Journal, Legal Futures, Yorkshire Post and other leading industry press.
Progeny Corporate Law rebrand covered in Legal Futures
Recent press coverage highlighting the launch of The Progeny Group and re-brand of Progeny Corporate Law.
Coverage of Progeny launch in FT Adviser and Wealth Manager
Press coverage of the launch of The Progeny Group and the Progeny Wealth re-brand.
Private Client Adviser – Against the sands of time
Withstanding the effects of time requires a well-constructed succession plan that is periodically reviewed, advises Suzannah Farnell.
Congratulations to our wealth managers
Congratulations to Alex Shaw, Gary Lumb and Andrew Troke, who have recently passed their Chartered Insurance Institute R08 Pension Update Exam.
Press coverage of Frances Davies’ record breaking row across the Atlantic
Progeny Private Law’s Director Frances Davies broke a World Record by being part of the oldest-all-women team to row 3,000 miles across the Atlantic in the Talisker Whisky Atlantic Challenge.
Progeny Private Law Director breaks World Record rowing Atlantic Ocean
A team of four mums have today become the oldest all-female crew to row an ocean, when they completed their 3000 mile row across the Atlantic, from La Gomera in the Canary Islands to Antigua in the Caribbean, in 68 days, 5 hours and 2 minutes, as part of the Talisker Whisky Atlantic Challenge.
How to start a business in 2016 (Part two)
How to start a business in 2016: Client Relationship Manager David Reed gives his insight. The final half of this two part feature.
How to start a business in 2016 (Part one)
How to start a business in 2016: Client Relationship Manager David Reed gives his insight. Part one of a two part feature.
Changing the public’s perception of the legal sector
Client Relationship Manager David Reed explores the need to change the public’s perception of the legal sector.
Congratulations to Andrew Clarke
Congratulations to Andrew Clarke, who has recently recently passed his Chartered Insurance Institute R08 Pensions Update exam.
Investment Do’s and Don’ts for 2016
Alex Shaw, Director at Progeny Wealth, has written an investment guide for 2016, outlining the do’s and don’ts for the year.
The Complete Guide to Couples’ Finances
Progeny Wealth’s guide to couples’ finances.
Yorkshire Rows Update
Progeny Private Law are proud sponsors Yorkshire Rows. Here is an update on what the team have been up to in preparation for their row across the Atlantic
Best of luck to Yorkshire Rows!
Progeny Private Law wishes the best of luck to our Director Frances Davies and Yorkshire Rows.
Giving something back – November 2015
Director Frances Davies and Yorkshire Rows have been featured in BQ Live as part of their monthly ‘Giving something back’ feature.
Changes to the UK Pension Landscape
Anna Jones, Wealth Planner at Progeny Wealth, has written an article exploring the changes to the UK pension landscape.
A basic guide to Inheritance Tax
Progeny Private Law’s basic guide to Inheritance Tax.
Rebecca Hutchinson in STEP Journal
News of our newest hire, Rebecca Hutchinson, has been featured in the November 2015 issue of STEP Journal.
Taxation Magazine – Just a thought…
Director Suzannah Farnell has written an article for Taxation, exploring the new nil rate band for inheritance tax.
Chambers UK 2016
We are delighted to have been ranked in the Chambers and Partners UK 2016 Guide.
A guide to Will writing
Director Suzannah Farnell explains the importance of leaving a Will and provides a quick guide to writing one.
PS Magazine – Good as gold
Director Suzannah Farnell has been interviewed in the September 2015 issue of The Law Society’s PS Magazine.
Talisker Whisky Atlantic Challenge 2015
We are delighted that Frances Davies’s training with her team, Yorkshire Rows, for the 2015 Talisker Whisky Atlantic Challenge is progressing brilliantly.
Rebecca Hutchinson in The Business Desk
News of our new hire Rebecca Hutchinson has been reported in The Business Desk, Yorkshire.
Budget 2015 – Increase in the nil rate band
Director Frances Davies explains the increase in the nil rate band for main residences.
The case of Ilott vs Mitson
Progeny Private Law examine the implications of the recent Ilott vs Mitson case outcome.
Key Changes for non-doms following the Summer Budget 2015
Progeny Private Law examine key changes for non-doms following the 2015 Summer Budget.
Progeny Private Law Launch
Leading Private lawyers Frances Davies, Suzannah Farnell, and Martin Hasyn today announce the launch of Progeny Private Law.
EU Succession Regulation
Do you own assets outside the UK? The EU Succession Regulation (Brussels IV): effects for UK Citizens and EU citizens living in the UK.
Asset Protection: the importance of working with professionals regulated by the SRA.
Progeny Wealth Enters Corporate 10K Challenge
Progeny Wealth are delighted to announce that a team is being entered in the Jane Tomlinson Leeds 10k run in support of local charities.
Progeny Wealth Announces Sponsorship Deal With Andrew Gomarsall
Progeny Wealth is delighted to announce that it will be sponsoring Andrew Gomarsall for the duration of his contract with Leeds Rugby.