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The Rise & Fall Of Neil Woodford
In a seemingly reassuring announcement, the Financial Conduct Authority (FCA) recently unveiled a redress scheme aimed at providing...
May 7, 2023


market #intelliGENce May 23
A detailed analysis of what's been moving markets over the last month In a nutshell Calm after storm, but watch out for tighter credit...
May 3, 2023


Are Your Savings Safe?
The FSCS compensation limit for bank deposits could be increasing soon. In the meantime, those concerned may want to take a look at the...
Apr 23, 2023


I've Started So I'll Finish
We’ve covered the new pensions rules announced in the Budget in some detail in previous posts however the changes as announced threw up...
Apr 16, 2023


Finance > Maths = Success
In January, Rishi Sunak announced he wants all students in England to study maths until the age of 18 to "better equip them for the...
Apr 12, 2023


market #intelliGENce Apr 23
A detailed analysis of what's been moving markets over the last month In A Nutshell Silicon Valley Bank and Credit Suisse spark concerns...
Apr 5, 2023


Pensions Change: Rationale Uncovered
The Spring Budget headline was unquestionably the scrapping of the lifetime allowance charge from the start of the new tax year and the...
Mar 30, 2023


Out Of The Ashes
In the Spring Budget on 15 March 2023 key changes to pension allowances were announced. The changes relating to the 2023/24 tax year were...
Mar 26, 2023


Spring Forward, Fall Back
Rishi Sunak’s re-election strategy was clear to see in Jeremy Hunt’s second budget. Here are the headlines and key takeaways from...
Mar 16, 2023


"and like that...its gone!"
In a shock announcement, Chancellor Jeremy Hunt has abolished the pension lifetime allowance. This comes after previous Chancellors,...
Mar 15, 2023


QED for young women on IWD
Scottish Widows have done a fantastic job on International Women’s Day highlighting the Gender Pension Gap with front page banners in...
Mar 8, 2023


market #intelliGENce Mar 23
A detailed analysis of what's been moving markets over the last month In A Nutshell Markets reassess their 'risk on' positioning Previous...
Mar 8, 2023


Goodwill Hunt None
Chancellor Jeremy Hunt is preparing to deliver his second fiscal set piece as we continue to grapple with soaring inflation rates, record...
Mar 7, 2023


It's Tax Year "end" Time Again
In between arranging last minute ISA applications, I started a tax year end article then stopped. I realised it's now over a year we've...
Feb 27, 2023


Collectives v Bonds
After the ‘excitement’ of the Autumn Statement and everything that preceded it, where do the various tax changes and reversals leave the...
Feb 16, 2023


market #intelliGENce Feb 23
A detailed analysis of what's been moving markets over the last month In a nutshell Inflation numbers continue to fall China gradually...
Feb 6, 2023


You Can Call Me Hal
2001: A Space Odyssey introduced us to HAL 9000, an artificial intelligence capable of a range of human skills including speech, facial...
Feb 1, 2023


Passing On Your Pension
Last month we considered the tax treatment of pensions on death and the call from the Institute for Fiscal Studies (IFS) for reforms to...
Jan 30, 2023


Pension Annual Allowance
You may remember that the pension annual allowance was initially set at £215,000 when it was introduced as part of ‘A-Day’ in April 2006....
Jan 25, 2023


Please Mind the Gap
In 2015, Deloitte reported that the UK savings gap would reach £350 billion by 2050 and that the annual savings gap per person, on...
Jan 17, 2023
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