Blog

15th December 2014

Pensioner Bonds from NS&I

Following the Autumn Statement, National Savings and Investments (NS&I) has announced the launch of new bonds for investors aged 65 and over in January 2015.

11th December 2014

Proposals for new inheritable ISA

Details have begun to emerge on how the new inheritable ISA rules will operate.

11th December 2014

New proposals to block multiple-trust IHT planning

The government has published new legislation to deter inheritance tax (IHT) mitigation through the use of multiple trusts.

5th December 2014

Market Commentary – November 2014

Over the last month, we have continued to see a divergence in the pace of economic growth across different regions of the globe.

3rd December 2014

Autumn Statement – Stamp Duty Reforms and Tax

Reform of residential property stamp duty so that rates apply only to that part of the property price that falls within each band:

3rd December 2014

Autumn Statement – U-Turn on Trusts Taxation

The Government has confirmed that it has scrapped plans to introduce the Inheritance Tax (IHT) settlement Nil Rate Band and replace it with new rules to be announced in next week's Finance Bill.

3rd December 2014

Autumn Statement – ISAs Inherited Tax-Free

Spouses and civil partners will be able to inherit their deceased partner's ISAs and retain the tax advantages.

3rd December 2014

Autumn Statement – Pension Freedoms Confirmed

The Chancellor confirmed the new pension death benefit rules to be introduced in April 2015:

3rd December 2014

Autumn Statement – UK Economy

According to the Chancellor, George Osborne, the UK is the fastest growing economy in the G7.

13th November 2014

Market Commentary – October 2014

A number of economic issues sparked a sharp sell-off in global equities between mid-September and mid-October, highlighted by a 7% fall in the MSCI World index.

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