Blog

Blog

Should I still be investing in Commercial Property?

The Financial Conduct Authority (FCA) is floating the idea of new rules designed to improve investor experiences in open-ended UK Commercial Property Funds. Most are currently suspended due to uncertainties on the value of the properties because of the COVID pandemic. In the past, they have placed restrictions on withdrawals due to a lack of

Read more

What is a Discounted Gift Trust?

The discounted gift scheme is an arrangement which allows you to make a gift for inheritance tax (IHT) purposes while retaining the right to a fixed income (in the form of regular withdrawals) for your lifetime (or until the trust fund is exhausted). Firstly, from the amount of capital which is to be gifted you

Read more

What was in the weekend’s papers? (03/08/2020)

FINANCIAL TIMES “Will superfunds come to the rescue of UK pensions?” Covid-19 adds to pressure on final salary schemes to consolidate. COMMENT: The guaranteed income these types of schemes offer is only as strong as the performance of the scheme’s investments and the ability of the company backing it to meet any shortfalls. Anything which

Read more

How can invest for a child?

Investing for the financial future of children and grandchildren are key areas of concern for parents and grandparents. This can be for various reasons including funding education or helping them to buy a house in the future. There are special rules to consider when investments are made for the benefit of, or on behalf of,

Read more

What was in the weekend’s papers? (27/07/2020)

Financial Times “Dividends are not dead — but your strategy might need recharging” Covid-19 has merely “accelerated the inevitable”, as dividend cuts were on the way from a number of companies. COMMENT: You can find our thoughts on income investing here. “What are your rights if your bank account is frozen?” Rising reports of fraud

Read more

Recent posts

Get in touch

If you would like to learn more or book a no-obligation initial meeting, we would love to hear from you. Enter your details below and we will be in touch.

Please read our Privacy Policy.