149 results:

Autumn Budget 2017: Enterprise Investment Schemes

Autumn Budget 2017: Enterprise Investment Schemes

We view the Budget as being broadly positive on the basis that existing tax reliefs and holding periods for EIS are unchanged.  The reliefs on income tax, capital gains tax and inheritance tax…

Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

This Budget was heavily flagged to be about helping young people, and one area where young people are undoubtedly worse off than today’s retirees is in their pension prospects. The Chancellor missed…

Why we won’t be getting a normal post-election Budget

Why we won’t be getting a normal post-election Budget

Post-election Budgets tend to be characterised by big sweeping changes which generate lots of income for the government to use ahead of the next election. But this one is bound to be different.…

Investment Commentary - November 2017

Investment Commentary - November 2017

Investment Commentary - November 2017 Please select the above document link to download our latest Investment Commentary

MIFID II – innocuous-sounding, but potentially troublesome.

MIFID II – innocuous-sounding, but potentially troublesome.

UK banks, brokers, and fund managers are currently struggling with this EU legislation (‘Markets in Financial Instruments Directive’ to give its full title) , which comes into effect for European…

How millennials can, and should, get their financial affairs in order

How millennials can, and should, get their financial affairs in order

It’s becoming fashionable these days to preach about the shortcomings of the millennial generation, with many people believing they are causing their own problems by favouring the experience of life…

UK Interest Rate Decision: Predicted Rate Rise

UK Interest Rate Decision: Predicted Rate Rise

The Bank of England is so widely expected to raise rates tomorrow that for it not to happen would be a big surprise and potentially undermine the Bank’s credibility with investors.  Expectations…

The Tax Consequences of Trusts

The Tax Consequences of Trusts

Trusts are often associated with the super-rich, the passing of hereditary wealth and the disguising of assets in mysterious offshore locations. However, they are also used by many people for rather…

Investment Quarterly - October 2017

Investment Quarterly - October 2017

Investment Quarterly - October 2017 Please select the above document link to download our latest Investment Commentary