On the 19th February Treasury Minister Alfred Cannan announced his budget for 2019-20. In what Mr Cannan described as ‘a budget of confidence’ he announced that this year the government is forecasting a budget surplus of £28M, increasing his estimate significantly from a previous forecasted surplus of £10M.

TMI's Investment Commentary for February 2019 is now available to download.

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.

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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