2015

I though would write a short technical brief after the issue of pension death benefits and trusts was raised at our weekly adviser meeting on Monday. Lump sum pension death benefits paid from registered pension schemes on death after age 75 are taxed at 45% in 2015-16. It was expected th...

I HAD HOPED BY THIS POINT IN JULY TO BE WRITING THE BLOG FROM A BALMY GLASGOW CITY CENTRE WITH THE SUN BEATING DOWN ON ME WITH A NICE COLD DRINK IN MY HAND. Unfortunately this has not come to pass……..yet.Instead we are in the office getting on with one of the most important pieces of work...

WELL THERE WE HAVE IT THE FIRST EVER SUMMER BUDGET! I SEEM TO BE WRITING ABOUT BUDGETS FAR TOO OFTEN SO I WILL GET THROUGH THE MAIN POINTS, MAKE SOME COMMENT THEN I AM DEFINITELY NOT GOING TO WRITE ABOUT THE GOVERNMENT FOR A WHILE. There are 2 themes I want to touch on, the specifics th...

The Greek question We don’t often talk about the specific’s around your investment’s, as in the main we let the fund managers do their jobs and we monitor them behind the scenes. However when something that is global news comes up that may affect you we like you to know we are on top of ...