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The Personal Savings Allowance

In April 2016, the ‘Personal Savings allowance’ was introduced which fundamentally changed the way savings accounts were taxed. As a result of this change, approximately 95% of UK adults no...

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Investment Strategy

Welcome to the January issue of the Investment Strategy Quarterly Report.

 

This issue covers:

 

Investment Strategy Committee Meeting Recap

2017 Economic Outlook: Rates, The Pound and the Boe

  • US Economic Outlook

  • The Key to the UK...

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Inheritance Tax Planning using ‘Business Property Relief’ (BPR)

There is now more Inheritance Tax being collected than ever before by HM Revenue and Customs. The Office for National Statistics has shown that Inheritance Tax...

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Discounted Gift Trust, the best of both worlds?

Many people have an inheritance tax (IHT) problem that they could, in theory, easily solve by making substantial gifts and then living for a further seven years. However...

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Investment Strategy Quarterly Report

This issue covers:

  • The investment landscape: adapt or get left behind.
  • Opportunities for a post-brexit Britain.
  • Is this the beginning of the end for the EU?
  • Will the pound rebound?
  • Investing for retirement in today's...

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