Budget 2016 – what this means for you

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Budget 2016 – what this means for you

March 16th, 2016

It’s business as usual for pension saving as the Chancellor confirmed there will be no imminent changes to pension tax relief. And the introduction of the new LISA saving vehicle from April 2017 adds another attractive complementary option to the … Continued

10 funding opportunities not to be missed

January 26th, 2016

10 weeks to go until 6 April – 10 funding opportunities not to be missed Pensions remain the most tax efficient way to save for retirement. And the new freedoms have removed any lingering barriers to accessing funds and passing … Continued

From the Experts -Global Bonds

January 21st, 2016

Are the doom-mongers right about market risk? China’s slowing economy and the weakening oil price have led some investors to believe bigger problems are brewing for financial markets but, while Gareth Isaac, a fixed income fund manager at Schroders advocates … Continued

Death Benefit Options

September 17th, 2015

Many clients will have read that on death their pension can be passed on within the tax wrapper, retaining the tax advantages. However, a large number of pension contracts will not offer beneficiaries’ flexi-access drawdown, typically those managed through legacy … Continued

China Crisis

August 27th, 2015

The perfect storm Nick Mustoe, chief investment officer at Invesco Perpetual, explains how China’s stockmarket slump stems from a number of factors coming together to create a perfect storm While global equity markets have been jolted by China’s decision to … Continued

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