Currently browsing investments

The UK – on its Way Out of Brexit?

16th January 2019

As expected, the House of Commons has voted against the government’s Brexit proposal. What was unexpected was the margin of defeat which has, in essence, forced the government to enter into cross-party discussions over what proposal Parliament should next vote on. In the meantime, the Labour party has proposed... read more

Posted in: News

Your 2019 Financial Planning Checklist

10th January 2019

A new year offers a useful opportunity to consider your finances, ensuring they are in good shape to see you through 2019 and beyond. To help here is my checklist if you are looking to make the most of your financial planning this year: 1) Don’t forget your HMRC... read more

Posted in: Financial Planning

Brexit – Anything is Possible

10th December 2018

The political cyclone of Brexit reaches another supposedly climactic point this Tuesday. At 7pm GMT, the House of Commons is due to vote on the EU Withdrawal Agreement, and Political Declaration agreed by the EU and UK Prime Minister May in November. The omens do not look good for her;... read more

Posted in: News

Ethical and Sustainable Investments

30th January 2018

The concept of ethical or sustainable investment is not a new one. In essence, investments are chosen surrounding identified key values, and traditionally avoid companies which operate in sectors such as tobacco, arms or gambling. Today, ethical investment is an increasingly accessible and attractive option for investors looking to... read more

Posted in: News

The Efficient Frontier

26th June 2014

Occasionally, The Fry Group’s Chairman, Stephen Tucker, lends his thoughts on a particular area of financial planning. Below is his analysis of one such area: Let me start with an apology. Not everyone reading this will find it as interesting as others but it is a fundamental principle of... read more

Posted in: Financial Planning

Pre-Nuptial Agreements

7th April 2014

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 the divorce... read more

Posted in: Financial Planning, News

Undeclared Income

13th March 2014

Undeclared Income HMRC latest advertising campaign centres on their intention to close in on undeclared income amounts. 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 by a number... read more

Posted in: News, Tax

Reduction in Pension Allowance

6th December 2013

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 in just... read more

Posted in: News, Pensions

Isle of Man Tax Information

27th November 2013

Isle of Man to Share Tax Information with UK Government In a bid to promote greater financial transparency, the Isle of Man is to share tax information with the UK Government. Financial institutions in the Isle of Man will disclose information about the investments of UK residents to relevant... read more

Posted in: News, Tax

Long Term Care Reform

29th July 2013

Long Term Care Reform Following the Government’s announcement to implement a new funding model for adult social care, the ‘Dilnot Cap’ on care costs has received a great deal of news coverage. There are three key elements of the new reforms which, if approved by parliament, will be implemented... read more

Posted in: Financial Planning, News