Inheritance tax bills are soaring

Recent data released this month has shown that inheritance tax bills have soared to an average of £200,000 and once again highlighting the North-South divide within the UK.  Unsurprisingly if you live…

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Kathryn Isherwood

Kathryn first approached the Birchwood Investment Management team in 2016, after having taken a redundancy package with outsourced services company Penna. Her ex-employer recommended Birchwood in a professional…

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Nicholas Lock

Nicholas Lock had a good feeling about Birchwood from the first time he met the firm’s Trevor Simms. That was back in 2009, when he was managing director of one of chemicals giant DuPont’s UK divisions…

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Dr John Robinson

“Helpful, friendly and very responsive”: that’s the way Dr John Robinson sums up his experience of working with Birchwood. John had been working in business development and sales for…

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Ann Wilson

It’s often said that word of mouth is the best kind of recommendation – and that’s the approach Ann Wilson took when she was looking for independent financial advice. She turned to a…

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Martin Brady

Early retirement is an attractive prospect for many people but the financial implications mean that having a clear grasp of the facts is essential in making decisions on the best way forward. Martin Brady…

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Birchwood Investment Management Ltd,
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