08/03/2017

07/03/2017
With the Chancellor considering raising taxes to provide parachute funding for Social Care this year, it is likely he may increase capital gains taxes in tomorrow’s Budget.  The Conservative Government has guaranteed that...

02/03/2017
What we are finding with Defined Benefit (DB) transfers at the moment is that our advice to affect the transfer is being driven by specific client circumstances and requirements, so whilst the critical yield is important, it...

02/03/2017
In 2007, the Conservative party announced to much fanfare that they would increase the nil rate band to £1 million, but wouldn’t commit to detail. Fast forward to 2015, and in their pre-election manifesto, the Conservatives...

23/02/2017
Much of what has been characterised as the return of value investing has simply been the recovery from the recent cyclical trough of the basic materials sectors as the underlying commodity prices rallied from levels implying the...

17/02/2017
TMI's Investment Commentary for February 2017 is now available to download.

13/02/2017
If you reached State Pension Age before 6th April 2016, then please read on; The ability to top up your State Pension was announced in the December 2013 autumn statement and received a good level of publicity, but with so much...

19/01/2017
The TMI Investment Quarterly is now available to download for Q4 2016.

17/01/2017
How Strategic is my bond fund? With the interest rate cycle at a crossroads, now more than at any time in the post-financial crisis era, investors will need to find the right balance when allocating some (or...

17/01/2017
Have investors become too optimistic about the impact of a Trump presidency? Investors’ optimism appears to be predicated on the hope that while the new administration will follow through on the proposed...

Please get in touch if you have any questions, our team would be happy to help.

The value of your investment can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Prevailing tax rates and relief are dependent on individual circumstances and are subject to change.

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