Pension Death Benefits

February 26th, 2016, by Daniel Jones

Reduced taxation and increased flexibility. Ahead of the UK government’s next budget on 16 March, pensions are the subject of much discussion. It is widely expected that the limits for tax relief on pension contributions will be reduced in one… Read More…

Bat & Ball

February 25th, 2016, by Stephen Moore

The financial challenge for the Sport and Media professional. There have been numerous publications over the last ten years which have described a number of high profile sportsmen and women who were earning millions of pounds during their careers but… Read More…

Recent Newspaper Articles On The Possible Abolition Of Tax Free Cash

February 22nd, 2016, by Martyn Torevell

Over the last few days there have been a number of articles suggesting that George Osborne is considering abolishing the tax free cash lump sum in his Budget on 16 March. There have been similar pre-budget rumours about the removal… Read More…

Advising the Entrepreneur business owner – young businesses

February 15th, 2016, by Stephen Jordan

In my first blog on this topic I set out four generic stages of a business and provided a few words about the issues faced in a business and personal financial planning context. Today’s blog will expand upon the first… Read More…

Bethany’s January/February Update

February 12th, 2016, by Phil

Since my last report half way through January time seems to have flown by. In the past month I have raced regularly, had a small break in the UK (for travel insurance purposes) and had a good block of training.… Read More…

Economic Commentary – January 2016

February 10th, 2016, by Georgina Ogilvie-Jones

Equity markets have had a very difficult start to the year with an estimated 40% of stocks in the FTSE All-Share down more than 20% from their peak in the last year. The fall in value was broad based with… Read More…

Distribution of Equity Returns (Pt1 – Holding shares for 1 to 10 years)

February 9th, 2016, by Alex Dean-Austin

Most of our clients have exposure to UK and global equities as we believe that they are one of very few assets with the potential to provide capital growth and a rising income over time. It is typically said that… Read More…

ISAs – Increasing Flexibility for Investors

February 4th, 2016, by Laura McLean

There have been a number of changes to ISAs over the last few years. Some of these changes appear largely cosmetic (New-ISA/NISA) but some, such as the changes to the inheritability of ISAs, are potentially very useful. We have also… Read More…