15th May 2017
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...
04th May 2017
Different Types of ISA: Which One is Right for You?
Stocks & Shares ISAs
03rd April 2017
Investment Strategy Quarterly Report April 2017
This issue includes the following:
30th January 2017
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...
09th December 2016
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...
11th November 2016
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...
09th August 2016
Investment Strategy Quarterly Report