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News

Our news section providers our views and outlook on current financial and investment issues

Pension Freedoms

May 23th 2019

Pension Freedoms When George Osborne introduced the pension freedom reform legislation in April 2014, it was hailed as the most far-reaching reform…

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Risk - May 2019

May 10th 2019

Monitoring Risk  In recent weeks we have provided you with details of some of the indicators that help us to build a framework within which we…

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Chartist's Corner - May 2019

May 2th 2019

Chartist's Corner - May 2019 We use this chart as an indicator for investors risk preferences and a guideline as to how reckless they can…

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Tax Planning Thoughts - April 2019

April 12th 2019

Salary sacrifice This is an agreement between an employee and employer. The employee agrees to exchange part of their gross salary in return for a…

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Chartist's Corner - April 2019

April 5th 2019

Chartist's Corner - April 2019  The Equity Risk Premium is the average annual return from equities divided by the average annual return on 2…

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Looking at the Evidence - March 2019

April 2th 2019

Looking at the Evidence We have written on many occasions highlighting the risks of current Stock Market valuations, particularly in the US. It…

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Retirement Planning

March 22th 2019

Retirement Planning  The journey to retirement is often a difficult one, with a number of speed bumps and potholes that makes the process…

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Tax Planning Thoughts - March 2019

March 15th 2019

Tax Planning Thoughts – March 2019 The Chancellor’s Spring Statement on Wednesday confirmed a number of tax measures introduced in the…

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Chartist's Corner - March 2019

March 7th 2019

Chartist's Corner  If you want to know why investors remain attracted to equities despite all the risks that surround them look no further than…

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Due diligence - If it's too good to be true it probably is!

February 21th 2019

Due Diligence - If it's too good to be true it probably is!  In late November 2018 an existing client brought to our attention an FCA…

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Tax Planning Thoughts - February 2019

February 6th 2019

As the end of the 2018/19 tax year approaches, the following 'housekeeping' suggestions may improve tax efficiencies and utilise allowances that…

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Chartist's Corner - February 2019

January 31th 2019

Chartist's Corner Once a month we will bringing you what we see as an important set of charts and why we are keeping an eye on them! The UK…

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EST. 1999