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19th August 2013 - News

Pension Cap Changes

Finance Act 2013 This received Royal Assent on 17 July 2013 and includes the legislation to reduce the Lifetime Allowance (LTA) from £1.5 million to £1.25 million from 2014-15 as well as for Fixed Protection 2014 (FP2014), ...

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9th August 2013 - Investment Comment

Investment Comment August 2013

We have entered the quiet period of summer when the markets often lack direction. We expect that once this period is over, the stockmarkets of the UK and US are poised to head higher.  The mid-cap Top UK 250 Companies index conti ...

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12th July 2013 - Investment Comment

Investment Comment July 2013

Developed equity markets, particularly the US and Japan, have continued to do better than emerging markets in the second quarter, and we think that trend will continue in the months ahead.  The fear of a withdrawal of quantitative ...

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9th July 2013 - Investment Comment

Quarterly Investment Comment: Q3 2013

  Q2 2013      %   Q1 2013      %   Year 2012    % Year 2011    % &n ...

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26th June 2013 - News

Venture Capital Trusts (VCTs)

The Financial Conduct Authority (FCA) has decided that VCTs should not be classified as unregulated collective investment schemes (UCIS), which is good news because it means that retail investors can continue to use them as part of their ...

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