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Pension Death Benefits
The Institute for Fiscal Studies (IFS) has long been critical of the tax treatment of pension death benefits, usually making comments in...
Jan 12, 2023


market #intelliGENce Jan '23
A detailed analysis of what's been moving markets over the last month In a nutshell Inflation numbers fall in the US, UK and Europe...
Jan 6, 2023
![The unSecret Adviser [4 Jan '23]](https://static.wixstatic.com/media/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.png/v1/fill/w_250,h_250,fp_0.50_0.50,q_35,blur_30,enc_avif,quality_auto/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.webp)
![The unSecret Adviser [4 Jan '23]](https://static.wixstatic.com/media/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.png/v1/fill/w_292,h_292,fp_0.50_0.50,q_95,enc_avif,quality_auto/c1f101_6c3c84eefd57412889885a2d85e5725d~mv2.webp)
The unSecret Adviser [4 Jan '23]
The first day back in the office for Richard was yesterday but I’m in Scotland so I took advantage of their extra New Year Bank Holiday....
Jan 4, 2023


2022: A "Taxing" Year
While 2022 was certainly taxing from an investment perspective, the headline here however is literal, as tax rates and policy has never...
Jan 4, 2023


Little Bits Of History Repeating
As the year draws to a close, think back to December 2019. The economy was buzzing. Unemployment, interest rates, and inflation were at...
Dec 31, 2022


Avoid Tax Return Fines
The taxman handed penalties to 100,000 people last year for submitting inaccurate tax returns, according to a Freedom of Information...
Dec 22, 2022


economic #aGENda 'Dec 22
Our regular roundup of last month's financial news Bonds are back Investors are at that point in their long, messy break-up with bonds...
Dec 13, 2022


A View From Down Under
Two days into my flying visit, with the World Cup helping me fight the jet lag, I’d acclimatised to the sun and the craft ales but not...
Dec 6, 2022


market #intelliGENce Dec '22
A detailed analysis of what's been moving markets over the last month In A Nutshell In US, lower than expected inflation signals slower...
Dec 5, 2022


Autumn Statement
There aren't many sequels that improve on the original. Godfather 2, Empire Strikes Back and Paddington 2. That's it. It wouldn't take...
Nov 25, 2022


Inflation: Beyond The Headlines
Who knew an inflation announcement could be met with such fanfare? The October increase in US CPI of 0.4% - importantly, a little lower...
Nov 24, 2022


Death Of The 60/40
Periodically, pundits and active fund managers declare the death of the 60/40 portfolio. Their voices have steadily grown louder lately....
Nov 14, 2022


Income Investing - A Balancing Act
Following on from last month’s article on low-risk portfolios, here we reiterate the cause and effect of the current economic environment...
Nov 9, 2022


market #intelliGENce Nov '22
A detailed analysis of what's been moving markets over the last month In A Nutshell UK political turmoil continues with the third PM this...
Nov 4, 2022


Unite...Or Die
These were the words from our newly generated PM to Tory MPs yesterday. It could more appropriately have been, "or face extermination",...
Oct 24, 2022


economic #aGENda 21.10
Our regular roundup of financial news from the last two weeks that's driving the economy Sterling and bond markets rally on Truss...
Oct 20, 2022


Major U-Turn for Mini-Budget
Jeremy Hunt, the new Chancellor, has unwound many of the measures announced in the notorious 23 September mini-Budget On Friday, Jeremy...
Oct 16, 2022


Is The Sky Falling Down?
It’s a challenging and unnerving time for investors The recent sell-off we’ve experienced within the bond market has been extreme in both...
Oct 12, 2022


market #intelliGENce Oct '22
A detailed analysis of what's been moving markets over the last month In A Nutshell A new monarch, a new PM and a new low for pound...
Oct 5, 2022


Annuity returns return
Has The Bank of England’s steady march of interest rate hikes this year provided a new lease of life for annuities? Average annuity rates...
Sep 30, 2022
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