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Be Prepared: Capital Gain Taxes Incoming
Capital Gains Tax (CGT) was once a concern largely sidestepped by most investors, especially those with portfolios safely inside pensions...

Steve Petrie
Oct 16, 2023


Money for Nothing and Your Lunch For Free
In an economic climate where interest rates have soared to their highest in over a decade, the once-neglected cash is suddenly back in...

Steve Petrie
Oct 13, 2023


The Enduring Popularity Of VCTs
It's that time of year when Venture Capital Trusts (VCTs) typically kick off their annual fundraising campaigns. If you're thinking about...

Steve Petrie
Oct 10, 2023


market #intelliGENce Oct 23
A detailed analysis of what's been moving markets over the last month In a nutshell The Federal Reserve, Bank of England and the European...

Steve Petrie
Oct 6, 2023


Rishi's Election Unicorn
It was reported in The Sunday Times this weekend that Rishi Sunak is contemplating a cut in the IHT rate, possibly as a strategy to gain...

Steve Petrie
Sep 25, 2023


Lettuce Decide: Was Lizz Truss Really To Blame?
It's been a year since Kwasi Kwarteng's brief 38-day tenure as Chancellor, a period marked by controversial fiscal policies. The...

Steve Petrie
Sep 23, 2023


Navigating The Stealth Tax Maze
The government's recent move to scrap the Lifetime Allowance (LTA) has been met with mixed reactions - celebrated by some as a...

Steve Petrie
Sep 21, 2023


FCA Targets 'Finfluencers' as NFT Bubble Bursts
The Financial Conduct Authority (FCA) is ramping up its scrutiny on 'finfluencers,' or online personalities who endorse financial...

Steve Petrie
Sep 20, 2023


Pensions In The Post-LTA Era
The landscape of pension planning is finally getting clearer. With the Lifetime Allowance (LTA) on its way out, new draft rules and a...

Steve Petrie
Sep 12, 2023


market #intelliGENce Sep 23
A detailed analysis of what's been moving markets over the last month. In a nutshell Bank of England raises rates to 15-year high US...

Steve Petrie
Sep 6, 2023


Brexit Wars Ep IV: The Return Of The Disingenuous Grifter
Nigel Farage is clearly a man who divides opinion, and that divide isn’t necessarily split down the middle. He is also a man who knows...

Steve Petrie
Jul 28, 2023


Mid-Year Outlook
Parmenion Investment Management MD Peter Dalgliesh gives his expert assessment of the last 6 months and what's in store for the next 6...

Steve Petrie
Jul 20, 2023


UK House Prices Fall...Again
UK house prices are falling shout the headlines. Not too long ago, every month saw an increase in property prices. So what exactly is...

Steve Petrie
Jul 19, 2023


R-E-S-P-E-C-T, what has momma left for me?
After a nearly five-year dispute and a two-day trial, a Michigan jury has decided that a handwritten document found in Aretha Franklin's...

Steve Petrie
Jul 12, 2023


market #intelliGENce Jul 23
A detailed analysis of what's been moving markets over the last month In a nutshell UK inflation proves disappointingly stubborn...

Steve Petrie
Jul 10, 2023


Shift Your Perspective
As we grapple with an evolving financial landscape, there's one trend that's proving to be more significant than many had initially...

Steve Petrie
Jun 21, 2023


Time To Scrap IHT?
Inheritance tax (IHT) has faced significant criticism and a growing chorus of calls for its abolition. Recent polls indicate that nearly...

Steve Petrie
Jun 16, 2023


Alleviating The Mortgage Pain
The rising cost of living and the mounting weight of mortgage payments have sparked worries about housing affordability in the United...

Steve Petrie
Jun 12, 2023


The Way Things Were
Forecasting the economy can be considered 20% analysis, 70% speculation and 15% hoping no-one looks to closely. Here we look at two...

Steve Petrie
Jun 9, 2023


market #intelliGENce Jun 23
A detailed analysis of what's been moving markets over the last month In a nutshell Inflation falls, but less than expected More interest...

Steve Petrie
Jun 6, 2023
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