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Press Release - Acquisition of the Thomas Miller Wealth Management and Thomas Miller Investment Isle of Man Private Client business by Canaccord Genuity Group Inc.

21/03/2019

Press Release - Acquisition of the Thomas Miller Wealth Management and Thomas Miller Investment Isle of Man Private Client business by Canaccord Genuity Group Inc.

After careful consideration and subject to regulatory approval, Canaccord Genuity Group Inc. is to acquire the private client businesses of Thomas Miller, consisting of Thomas Miller Wealth Management Limited’s (“TMWM”) business and the private client business of Thomas Investment in the Isle of Man. It is hoped the regulators will approve this transaction before the end of May 2019.
Investment Commentary - March 2019

15/03/2019

Investment Commentary - March 2019

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

07/03/2019

Isle of Man Budget 2019 Commentary

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.
Investment Commentary - February 2019

18/02/2019

Investment Commentary - February 2019

TMI's Investment Commentary for February 2019 is now available to download.
Mind the Money Purchase Annual Allowance

01/02/2019

Mind the Money Purchase Annual Allowance

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.
Investment Quarterly - January 2019

24/01/2019

Investment Quarterly - January 2019

TMI's Investment Quarterly for January 2019 is now available to download.
The case for a flat rate of tax relief on pension contributions

14/12/2018

The case for a flat rate of tax relief on pension contributions

Tom Lloyd-Read, Head of Advice, calls for a much-needed pensions reform.
Is a revival in value investing underway in Japan?

11/07/2018

Is a revival in value investing underway in Japan?

Value investing, the contrarian strategy which focuses on buying unloved and cheap stocks in the expectation that valuations will revert back to their long-term averages, has been a winning strategy in Japan over the last two decades.
Immediate Needs Care Annuities: what you need to know

10/07/2018

Immediate Needs Care Annuities: what you need to know

Going into care is often a worrying and stressful time for all involved. There's the emotional stress for the individual and their family; the practicalities of the move; and last but not least, the financing of the move.
Bank of England holds interest rates at 0.5%

22/06/2018

Bank of England holds interest rates at 0.5%

Sterling jumped against the dollar and the euro in the wake of the announcement

The value of your investment can go down as well as up, and clients can get back less than 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.