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Spring Forecast - Cloudy With A Chance Of Pain
With the Chancellor due to deliver the Spring Statement this afternoon, there’s one thing we can be fairly sure of – it won’t be a full...
Mar 26


Will You Still Need Me, When I'm 64 (%)
The government’s plan to tax pensions on death could leave beneficiaries facing a combined tax rate of up to 64% is certainly causing...
Mar 17


Hidden In Plain Sight
As the tax year draws to a close, it’s worth taking a moment to consider how interest and other forms of savings income are taxed and...
Mar 7


Budget Reaction: Trick or Treat?
On this Halloween, the streets are filled with tricksters as a bright orange pumpkin adorns every doorstep - but enough about Donald...
Oct 31, 2024


Keep Kamala and Carry On
While UK investors are busily contemplating what the upcoming Budget might do to markets, perhaps they should be more concerned with the...
Oct 28, 2024


A 100 Year Life
In one week, I’ll be turning 50. Coincidentally, or perhaps serendipitously, I attended a seminar last week where Aegon delivered a...
Oct 25, 2024


Budget Predictions - Silence Of The Plans
Daily Mail 30.10.2024 - Keir Starmer Plans to Eat Your Tax-Free Cash… With Fava Beans and a Nice Chianti! Yes, Labour has made it clear...
Oct 20, 2024


The Rash Dash For Tax Free Cash
Is your pension's tax-free cash under threat? If recent Budget rumours are to be believed, you might think so. Budget rumours are usually...
Oct 18, 2024


The Great British Budget
A British ISA, a British Bond and a promise to make Britain the next Silicon Valley. Not quite MAGA, more like PUKKA...Pretend UK's Kool...
Mar 6, 2024


Non-Dom Tax Gone?
There's been a lot of talk lately about the future of non-domiciled (non-dom) tax status in the UK. Labour have previously pledged to...
Mar 4, 2024


Look, Don't Leap
Mark Twain once said that “History never repeats itself, but it does often rhyme.” Well Leap Day this year has some interesting parallels...
Feb 29, 2024


Last Spin Of The Wheel
Next week marks what is likely to be this Government's final Budget before the upcoming General Election. The question on everyone's mind...
Feb 28, 2024


Blackberry Jam's On Apple's Juice
Some investors attribute the Magnificent 7 stocks’ dominance to a “winner-take-all” environment in which a handful of companies achieve...
Feb 14, 2024


market #intelliGENce Feb '24
A detailed analysis of what's been moving markets over the last month In a nutshell The FED, BOE and ECB all stand firm Eurozone GDP...
Feb 6, 2024


Tax Free Double's Just Toil & Trouble
A newly identified loophole has surfaced in the new Lifetime Allowance legislation and it was doing the rounds in the financial press...
Feb 5, 2024


Lock, Shock and Triple Barrel
The triple lock is about to increase the State Pension by 8.5%, at a time a new report claims the State Pension Age will need to hit 71...
Jan 29, 2024


Spring bbbrrrrrudget...
It sometimes seems that there are three categories of seasons: meteorological, astronomical and political. While the first two are...
Jan 23, 2024


Not "Automatic For The People"
As the deadline for the 2022/23 self-assessment tax return approaches, an essential aspect often overlooked by pension savers is the...
Jan 15, 2024


"You Never Worked, Alone"
Former footballer and Sky Sports pundit Phil Thompson found himself in the spotlight last month, not for his football analysis, but for...
Jan 9, 2024


market #intelliGENce Jan '24
A detailed analysis of what's been moving markets over the last month In a nutshell Global stock markets round out the year in style...
Jan 8, 2024
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