The Budget Report for Financial Advisers

Contrary to the expectation of many commentators there were a number of quite significant announcements in the 2016 budget. Several of these were particularly relevant to us as financial advisers and to our clients, particularly those who are small business owners.  ...

The Referendum and Client Investments

Last Friday we heard the news we had all been expecting.  The referendum on whether or not the UK should remain in the European Union will be held this June.  On 23rd of June to be precise.   You are probably fed up with reading arguments about why we should remain in...

Changes to Pension Taxation

There has been a lot of talk over the past few months about yet more changes to pension taxation. Some commentators believe the Treasury is ready to remove tax incentives from pensions. Unlike many other rumours in our industry there is at least good reason to expect...

Auto-enrolment Matters

The double entendre is deliberate. There are a lot of matters regarding auto-enrolment that advisers and their corporate clients must consider. And, yes, auto-enrolment is not something we or our clients can ignore – it really matters. It is nearly two years since I...