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Regularly updated topical news and views on develpoments shaping modern tax, investment and financial planning.

Latest Blog Posts

  • ANNOUNCEMENT on Oct 21, 2009

    The Key Benefits Private Client Service demands intensive daily attention to our Clients’ affairs to ensure that their savings, investment, pension and tax planning affairs remain structured to achieve their objectives in accordance with continuous...

  • More Corruption Needed on Oct 9, 2009

    Today we hear that the UK has been hit so hard by the recession it now sits below developing countries Nigeria and Panama in the financial stability rankings, according to a report by the World Economic Forum. We knew it was bad, but.....As we have s...

  • Right Idea - Wrong Country on Oct 5, 2009

    A splendid idea for tackling the nation's pension crisis was put forward last week. It suggested that a flat rate 30% income tax relief be allowed on all personal pension contributions, which would encourage low to moderate earners to save. At the sa...

  • What - A Decent Structured Product? on Oct 1, 2009

    The FTSE 100 Index may just have recorded a record quarterly gain, but tell-tale signs of possible disappointments ahead remain. One such is yesterday’s IMF estimate that the global banking system will have to write off £2,800 billion in losses on...

  • Statistically Irrelevant on Sep 28, 2009

    Examination of the annual returns from eight major investment asset classes (UK equities; overseas equities; Chineses equities; gilts; commercial property; commodities; gold; cash) over each of the ten complete years since 1999 is illuminating.Chines...

  • Inheritance Tax Week Part Three on Sep 26, 2009

    There are very few circumstances these days under which we implement tax and financial planning arrangements for clients outside of our platform-based Private Client Service, the superiority of which over the traditional way of arranging umpteen jumb...

  • Inheritance Tax Week Part Two on Sep 24, 2009

    Last time we discussed some of the knock-on ramifications arising from the recent introduction of transferable nil rate bands. We stressed the vital importance of taking expert advice before revising existing arrangements in the light of the changes,...