News and Blog

We have found that clients are putting increasing emphasis on their income requirements. The search for yield has become more important due to very low

2015 Pensions Freedom – Flexible Access to Pensions Over the last few years, pensions have been subject to significant reform as politicians have grappled with

What kind of trends have you seen in the investment trust market presently? In 2015, the majority of investment trust IPOs have been strategies which

Matthew recently featured in SIFA’s News and Views having written an article for Citywire’s Income Plus magazine.  

For many years the ease of development of already advanced industrial methods meant high levels of output led growth. Many anticipated this growth path would

Investors have been nervous about the slowdown in China’s economy for some time, however, in the last week, this has become a reality for global markets which have experienced a very sharp sell-off.

There are many factors which drive investors to behave irrationally, such as following the crowd and emotional attachment to an investment decision.

We are delighted to announce that the FCA has approved a variation of our regulatory permissions, so from today we are able to offer clients a discretionary investment management service in addition to investment advice on an advisory basis.

Overall, the Budget confirmed £17b tax and spending savings with a view to putting the economy in surplus by 2019/20.

Tax and Pension Key Points

Personal allowance for income tax to rise to £11,000 next year and £12,500 by 2020, so that people working 30 hours a week on the minimum wage do not pay income tax.