Simon Nicol explains why taxpayers who have taken cash out of a pension may have severely limited their scope for further pension contributions, and could be in danger of significant tax charges.
TMI's Investment Quarterly for January 2019 is now available to download.
TMI's Investment Commentary for December 2018 is now available to download.
Tom Lloyd-Read, Head of Advice, calls for a much-needed pensions reform.
TMI's Investment Commentary for November 2018 is now available to download.
After the European Union’s (EU) rejection of the “Chequers Plan” in Salzburg and Prime Minister Theresa May’s insistence that “no deal is better than a bad deal”, by the end of September the UK and EU looked no closer to reaching a Brexit agreement. The latest impasse in talks raises the possibility of a “no deal” Brexit, in which case the UK would immediately begin trading with the EU and the rest of the world under WTO rules post the 29th of March 2019.
Jordan Sriharan, head of fund research at Thomas Miller Investment, analyses what has happened in corporate bond market since the financial crisis and how investors can access the asset class going without being driven by short-term behavioural biases.
TMI's Investment Quarterly for October 2018 is now available to download.
In this second part, Head of Collectives Research and Senior Portfolio Manager, Jordan Sriharan, looks at how active managers are re-shaping their fixed income and equity portfolios in order to navigate choppier waters.
TMI's Investment Commentary for September 2018 is now available to download.