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The UK Autumn Budget

Chancellor George Osborne presented his Autumn Statement, along with the Spending Review, on November 25. It did not include many tax changes this time. This article summarises the announcements...

We believe that you need to do your homework before making any investment decision. That may include reading financial publications, researching online, and discussing options with your friends...

We have been following the evolution of the EU Savings Tax Directive since the EU began negotiations on the then ground-breaking legislation back in 2000. After much debate, Council Directive 2003...

In the 2015 UK summer budget Chancellor George Osborne introduced his ‘family home allowance’, increasing the inheritance tax threshold to a potential £1m. Inheritance tax is considered one of the...

Deductible Education Expenses in 2015

|| Part 2 of a 2 part series – Education tax relief

Here are a few tips on how to make the most of tax relief associated with education expenses:

I do my education shopping in...

Remember – there is now UK capital gains tax on property

With all the noise around the UK pension reforms this year it is easy to forget that there was another big change affecting everyone here who owns property in the UK, and those in Britain planning...

Pensions for a new era

Compliance is a top priority for many in a world fraught with fiscal and monetary uncertainties and automatic information sharing. Those who wish to reach a safe retirement, or to retain a...

There are thousands of investment funds available to invest in. Besides the traditional ones that invest in equities, bonds and real assets, you may have seen funds advertised that sound more...

When does an investor migrate from accumulating wealth to preserving wealth?

Too opaque a question most people would claim! However, when planning retirement such a question becomes the most adequate question of all.
Over the preceding number of years, never have I...

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