Laying quality foundations
stones
Discerning the times
stones
Shedding light
stones
Bridging the complex
stones
Appreciating your
perspective
stones

Cantab Asset Management

Cantab Asset Management is a professional firm of independent financial planners and discretionary investment managers dedicated to the provision of best advice to private clients, companies, trusts and charities.

We aim to assist each client to build their finances on solid foundations in order to achieve desired objectives.

Our Discretionary Service allows clients to outsource portfolio investment decisions and reduce paperwork.  We invest in collective investments and individual shares and bonds in our portfolios with the aim of further improving performance.

Latest News

Taxation of Pensions Act 2014: Royal Assent21/01/15
Summary Following the Chancellor’s announcements in the budget of 19 March 2014 and subsequent statements, the Taxation of Pensions Act 2014 becomes possibly the most thorough pension reform since 1921.  It puts into law new rules regarding the flexibility of pension drawdown, a red...
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Social Investment Tax Relief15/01/15
In the Autumn Statement 2014, the Chancellor announced that investment in or qualifying loans to social enterprises would attract tax relief.  In this note we compare the tax relief offered with that already offered on SEISs, VCTs and EISs and discuss potential investment strategies in social ...
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Keeping your New Year Resolutions06/01/15
January is a time for taking stock. Many look back at what went well over the last year and plan ahead for success in the coming year.  Resolutions for change can assist this process. However, according to research from the University of Scranton in Pennsylvania, only 8% of people k...
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