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Pre-Nuptial Agreements

Pre-Nuptial Agreements Dealing with finances, in the event of divorce, can be very difficult, involving emotions as well as finances. We find that clients are often concerned about the risk that assets they give to the next generation will be lost in whole or in part, as...

Undeclared Income

Undeclared Income HMRC latest advertising campaign centres on their intention to close in on undeclared amounts of income. One of the areas HMRC are concentrating on is undeclared offshore income.  This has been targeted several times over the past number of years and this time is backed...

Concerns Over ‘Clone’ Investment Firms

Concerns Over ‘Clone’ Investment Firms ‘Clone’ investment firms are on the rise, according to new figures from the FCA. Clone firms operate by mimicking genuine companies, and employing aggressive sales tactics, including cold calling, to secure investments. Those in question effectively ‘piggyback’ on the brand and heritage...

Reduction in Pension Allowance

Reduction in Pension Allowance The total amount of pension savings that can be accumulated tax efficiently (known as the Lifetime Allowance) is to be reduced again. The new limit will be £1.25 million, down from the current £1.5 million. This represents a drop of almost one third...

Latest Bulletins

A Free Pension

In certain circumstances, by using a combination of different investment vehicles, it is possible to obtain an entirely free pension. In broad terms you need to satisfy all of the following ...

International Bank Transfer

A high street bank is unlikely to offer the best transfer rates when moving funds overseas, and many clients have asked about alternative options when transferring money internationally.

The £1.25 Million Mark

From April 2014 the lifetime allowance for pensions reduces again to £1.25 million. This sounds like a great deal of money but in the words of Einstein, “The eighth wonder of the world is...

Quarterly Market Summary January 2014

MINT, BRIC, MENA? So what... Economists have a great knack of creating an alphabet soup of abbreviations for the next best thing. The MINT, BRIC and MENA acronyms all define various parts of...

Online Tax Returns for Non-Residents

The New Year brings a stark reminder to those who have yet to file their 2012/13 self-assessment Tax Return. These documents must be attended to before 31 January 2014 in order to avoid a £...

A Mug's Game

At a recent conference, a prominent investment house got “off the fence” and suggested that UK interest rates will start to rise during 2015. An article in a professional publication ask...

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