Wimbledon's Leading Firm of Chartered Financial Planners

Autumn Statement: November 2016

Introduction The New Chancellor For the last six years, the government’s Budget and Autumn Statement have been synonymous with George Osborne – but as we all now know, the former Chancellor fell victim to Theresa May’s post-Brexit reshuffle. In fact, with his Tatton constituency likely to be impacted under the proposed boundary changes, our former […]

November Market Commentary – US Election Update

Introduction We left you last month having reported on September as a month where ‘nothing much happened’ on the world’s stock markets. For many of the major markets October was much the same: only three of the twelve markets we cover were down in the month, but most managed only small gains. As you’ll see […]

Does buy-to-let still pay?

The popularity of investing in property to fund retirement remains prevalent, in spite of the government’s attempts to make buy-to-let less and less attractive. But is buy-to-let investment really a viable alternative to a pension pot, for example? A recent study has investigated the numbers behind each option. The research looked at how £100,000 would […]

New lifetime allowance could hit more than just ‘pension millionaires’

The latest figures surrounding the pensions lifetime allowance (LTA), which governs how much your pensions can be worth without triggering an extra tax charge, suggest that a considerable number of middle-income earners are being hit by the lower threshold. The amount collected from pensions exceeding the LTA by HMRC during the 2015-16 tax year came to […]

The US election: the one thing we can be sure about is uncertainty

We are somewhat loathe to put out yet another piece about what might happen in the markets as it risks focusing long-term, sensible investors’ minds on short-term events.  The referendum on Scottish independence, Grexit, China’s slowdown and most recently Brexit, have come and gone, in market terms, with most investors sitting on healthy increases in […]