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Articles

Monthly updates and a longer read on a range of investment and planning topics.


The tapered annual allowance: Confused? You should be!

18th July 2017 | Carolyn Gowen | Category: Articles

Confused about what the tapered annual allowance means for you? Let us clear it up for you, in this easy to download PDF.

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Pensions: still worth it

26th May 2017 | Carolyn Gowen | Category: Articles

In spite of a multitude of recent changes pensions should still form the cornerstone of everyone’s retirement planning.

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These foolish things…

5th May 2017 | Carolyn Gowen | Category: Articles

It does appear that, when we begin to think about the markets, a switch inside even the most sensible person seems to flick and rationality disappears.

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If I were a rich man

29th March 2017 | Carolyn Gowen | Category: Articles

Human capital, financial capital and how they can work together to aid your retirement.

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Top tips for tax year-end planning

16th March 2017 | Carolyn Gowen | Category: Articles

We provide some handy tips to help you decide if you have organised your financial planning for the tax-year end as efficiently as possible.

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Budget newsletter, March 2017

13th March 2017 | Carolyn Gowen | Category: Articles

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Dumb beats smart

15th December 2016 | Carolyn Gowen | Category: Articles

Maybe it is time you started looking at the difference between what active managers promise vs. what they actually achieve.

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Pension Protection

13th December 2016 | Carolyn Gowen | Category: Articles

This article explains how changes to the ‘simplified’ pension regime (introduced in 2006) may affect you or your clients.

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All change for UK non-doms

7th November 2016 | Robert Lockie | Category: Articles

In August the government released a further consultation on the proposed changes to the taxation of those non-UK domiciliaries who become deemed domiciled in the UK under the new ’15 out of 20′ years rule, as announced in the 2015 summer Budget.

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Absolute return funds

1st November 2016 | Audrey | Category: Articles

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