What role does property play in retirement planning?

By Gil | 26th October 2016

There has been a difference of opinion on the role of property in retirement planning between the Bank of England’s Chief Economist and a…

Date set for autumn statement

By Gil | 21st October 2016

The Treasury has confirmed that the Autumn Statement will be on 23 November. When George Osborne was replaced as Chancellor in July, his successor,…

Chancellor aims to launch Lifetime ISA next April

By Gil | 21st October 2016

The previous Chancellor’s plans to launch a Lifetime ISA (LISA) have been given a fresh breath of life. In his final Budget last March,…

Another Chinese export

By Richard Jackson | 28th September 2016

The next stage of the opening up of the Chinese stock markets has been agreed. Many major companies incorporated in China have dual share…

HMRC plans another turn of the anti-avoidance screw

By Richard Jackson | 22nd September 2016

In August, HMRC published a consultation document on adding a new weapon to its anti-avoidance armoury: penalties on ‘enablers’. While many were enjoying their…

Pensions freedom: taking too much or too little  

By Richard Jackson | 19th September 2016

New statistics have been published showing just how much has been withdrawn in the first year of pensions freedom. In August, the Association of…

The six figure pension fund      

By Richard Jackson | 16th September 2016

The fall in interest rates is boosting some pension transfer values. Pension scheme deficits have been hitting the headlines again, and not just those…

Interest rates are now down to 0.25 per cent

By Richard Jackson | 14th September 2016

The Bank of England halved its base rate in August. By the end of the year, it could be lower still. At its first…

Protecting your pension

By Richard Jackson | 3rd September 2016

The interim procedure for claiming the 2016 pension protections has come to an end. The referendum vote has disrupted many plans and timetables this…

Just how much interest are(n’t) you earning?

By Richard Jackson | 26th August 2016

The Bank of England may have finally ended speculation and dropped the interest rate from 0.5% to a new low of 0.25%, but there…

It’s not all bad news on the pound   

By Richard Jackson | 24th August 2016

The Brexit-induced decline in the value of the pound has brought some good news for investors. “The Brexit vote has completely changed the picture…

Property fund lock-ins

By Richard Jackson | 19th August 2016

July saw several major property funds suspend dealings. One of the unexpected outcomes of the UK’s vote to leave the European Union on 23…

A new Chancellor takes the reins

By Richard Jackson | 18th August 2016

A new Chancellor takes the reins The UK now has a new Prime Minister and a new Chancellor, but will tax policy change? If…

Single-tier or No-tier pensions?  

By Richard Jackson | 1st August 2016

The Department for Work & Pensions (DWP) is writing to over 100,000 people with bad news about their state pension. The new single-tier state…

Going for gold with your SIPP  

By Richard Jackson | 29th July 2016

The Royal Mint is offering gold bars to SIPP investors. The rules on what investments can be held within a self-invested personal pension (SIPP)…

Chinese shares almost in from the cold

By Richard Jackson | 25th July 2016

An important decision on the leading emerging markets index has been announced. Which country has the second largest set of stock markets after the…

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