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14Apr
The End of the Tax Return
The Government (HMRC) intends to modernise the tax system, with tax returns being replaced by digital tax accounts for millions…
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13Apr
How good does the Second-Hand Annuity Market look?
The Chancellor, George Osborne, has confirmed that from April 2016, some five million existing annuity holders will be given the…
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10Apr
The New Pension Freedoms Checklist: Four Things You Must Do Before Making Any Decision About Your Savings
The new pension freedoms are great news for savers, with more flexibility and options for retirement now available. However, the…
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07Apr
What did the Budget 2015 change for ISAs?
ISAs have been a hot topic for politicians recently, with multiple changes to the savings vehicles made over the last…
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01Apr
April Market Commentary
The focus in March inevitably turned towards the UK Budget – delivered by Chancellor George Osborne on March 18th –…
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25Mar
Protecting your savings: Pull up the drawbridge and drop the portcullis!
We are hearing a lot through the media about the attacks we may experience under the new UK Pension Reform…
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19Mar
Budget Summary 2015: The Election Budget
Introduction and Political Background As the Chancellor stood up to speak on Wednesday March 18th there were less than 50…
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04Mar
What to do with Pension Freedom – cash-in, drawdown or annuity?
From April 2015, those over 55 will be allowed to take as much money from their pension pot as they…
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03Mar
Pensions Reform – tax opportunities and pitfalls
The pension freedom reforms are being accompanied by a flurry of tax changes in April. Savers could be able to…
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03Mar
March Market Commentary
At last! A full house, ladies and gentlemen. For the first time since we started this bulletin all the major…
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