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Recent market turmoil

As the American baseball coach Yogi Berra, renowned for his comical quotes, once said ‘It’s Déjà vu all over again!’; that is very much how this recent market sell-off feels. Experienced investors will be familiar with the scenario that has been playing out over the past couple of weeks in the markets and familiar, too, […]

Budget 2015: Are taxpayers really winners?

An analysis of the Chancellor’s Summer Budget recently published by ‘This is Money’ presents the outcomes for individuals and families in relation to broad categories of ‘Winners’ and ‘Losers’. One category labelled as winners are Taxpayers. The threshold at which workers start paying higher rate tax will rise for the first time in five years, […]

Budget 2015: Practical applications of the new Inheritance Tax rules

Inheritance tax, once only paid by the super-rich, has become a middle-class plague as house prices have soared. But millions will now escape this unpopular ‘death duty’ thanks to a chunky new allowance announced by the Chancellor. For all bar the wealthiest, inheritance tax should no longer be a problem. The new rules mean family […]

What is the New State Pension?

The so-called ‘New State Pension’ will come into force on April 6th 2016 and will affect all pensioners who reach state pension age from that date onwards. For women, this means that you will be affected if you were born on or after 6th April 1953. For men, you will be affected if you were […]

August Market Commentary

July was a dramatic month. Greece held a referendum and emphatically rejected the austerity package offered by its creditors. Motor-cycle riding Finance Minister Yanis Varoufakis resigned,  calling the creditors “terrorists”, and the new finance minister, Euclid Tsakalotos, was seen going into yet another final, final crisis meeting with his negotiating position scribbled on hotel notepaper. […]