March 2013

Technical Update from Karen McGrath: Keeping Mum More

March 2013

Technical Update  from Graham Bruton: Update for Accountants - Some Opportunities and Consequences from the Finance Bill 2013 More

February 2013

Andrew Merricks Comments on Brighttalk panel More

February 2013

Technical Update 2 from Mark Cardy: At Skerritt Consultants Ltd we often advise clients regarding how they can mitigate Inheritance Tax. More

February 2013

Markets Fall – Panic; Markets Rise – Panic: We’re a strange breed, humans.  More

February 2013

Technical Update from Graham Bruton:  Child Benefit Income Tax Charge More

January 2013

Technical Update 2 from Mark Cardy:  Higher Rate Tax Relief – have you claimed what you are entitled to? More

January 2013

How Did We Do In 2012?: When we take stock of how we did in 2012, it allows us a slight self-congratulatory bask in the knowledge that all of our tactical and benchmarked portfolios outperformed their targets over 12 months. More

December 2012

Technical Update from Mark Cardy:  EU Gender Directive – GAD rates and Income Drawdown More

December 2012

The US - The New Europe: It may bit a bit of an exaggeration to describe the United States as the new Europe, but there are similarities between the two in market terms as the run up to the Fiscal Cliff resolution (or non-resolution) picks up pace.  More

November 2012

Technical Update from Mark Cardy: 50% Tax - Plan Your Pension Contribution While You Can More

November 2012

As We Go Into The Last Quarter:  October is a notoriously dangerous month historically for markets, with more than one crash occurring around the same time as the clocks go back. More

October 2012

That's Europe Sorted. Now Then, What's Next? Well, OK, Europe might not exactly be sorted in the full meaning of the word, but a huge sigh of relief wafted across markets in mid-September when the ECB’s plans were passed as legal by the German court. More

September 2012

Technical Update 2 from Graham Bruton:   The EU Gender Directive and Insurance. More

September 2012

Technical Update 1 from Graham Bruton: Annuities Gender Pricing. More

September 2012

Can You All Just Stay On Holiday? : Have you noticed how the nine week rally that we’ve seen on the European stock markets has coincided with the main players being on holiday and a concerted lack of summits?  More

July 2012

Technical Update from Graham Bruton: The Six Principles for Good Workplace DC. More

July 2012

No One Said It Would Be Easy: Looking back, it seems laughable that we harboured hope and expectation that the EU leaders would come to some conclusion about their debt crisis even as far back as a year ago. More

June 2012

Technical Update from Graham Bruton: Auto Enrolment Update More

June  2012:

Europe Manages By Crisis: If anything has been demonstrated in recent years it is that  Europe manages itself by crisis. More

May 2012:

Technical Update from Graham Bruton: IHT Planning - Three Financial Planning Ideas  More

May 2012:

Wasn't Us Guv:  Bashing bankers is integrated into UK Society nowadays More

April 2012:

“Only The Fools Are Dancing, But the Bigger Fools Are Watching” More

March 2012:

Greek Fatigue? : After more than five months of negotiations the inevitable happened. More

February 2012:

Tiptoeing Through A Minefield: It really does feel like we’re tiptoeing through a minefield right now. More

January 2012:

Happy New Year?: 2012 seems to have been coming for ever. The year is etched in our minds from the countless references to it, as, of course, this is our Olympic year.  More

December 2011:

No such thing as risk free:  There’s real fear out there. As the Eurozone debt crisis appears to be entering some kind of final phase More

November 2011:

KICKING THE CAN ROUND THE M25: It’s hard to believe that after what appears to have been one of the most tumultuous financial periods in modern times [forget the “modern” – try “ever” :  Ed]   More

Technical Update from Graham Bruton Changes to Carry Forward Legistlation  More

October 2011

Would You Prefer Hanging Or Firing Squad? Whilst having a choice is nice, it doesn’t necessarily mean that the underlying problem is solved.  More

Technical Update from Graham Bruton Lifetime Allowance More

September 2011

It Feels Like There’s Something Out There: What have the Wall Street Crash of 1929, our own Black Monday in 1987, the ejection of Sterling from the Exchange Rate Mechanism in 1992, the sub-prime crisis in 2007 and the Lehman Bros collapse in 2008 got in common? More

Technical Update from Graham  Bruton The National Employment Savings Trust More

August 2011

It won’t go away? If there’s one thing that is becoming abundantly clear it is this.  More

Technical Update from Graham Bruton  We note that the Finance Bill 2011 received Royal Assent on 19 July 2011 More

Technical Update from Graham Bruton I keep reading various articles reminding me that the 50% income tax rate is only likely to be a short term temporary measure. More

July 2011:

Greece: Sticking plaster or longer-term solution? Judging by TV pictures of increasingly large and hostile demonstrations in Athens. More  

June 2011:

Sell in May?: We’ve all heard of the old adage “Sell in May and go away, don’t come back ‘til St. Leger Day” More