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Society of Later Life Advisers

16/01/2018

Society of Later Life Advisers

We are pleased to announce that Frazer Wilson (Senior Consultant), has been approved by the Later Life Accreditation panel and is now a member of the Society of Later Life Advisers (SOLLA). <a...
Global Income – Bull/Bear

15/01/2018

Global Income – Bull/Bear

It is almost axiomatic to say that confining oneself to the UK market means ignoring a huge global investment opportunity set. This is as true for income seekers as for any other market participant and as a result interest in...
COGITO ERGO SUM - Will computers make our jobs redundant?

03/01/2018

COGITO ERGO SUM - Will computers make our jobs redundant?

Descartes’ phrase “I think therefore I am” implies that our ability to think and rationalise is the only undeniable proof of existence. By thinking, I think he meant self-awareness. It is enjoyable, if disconcerting, to speculate...
Consumer confidence raises growth prospects in the US and Euro-zone, but less positive signs in the UK

21/12/2017

Consumer confidence raises growth prospects in the US and Euro-zone, but less positive signs in the UK

As we approach 2018, the global economy is maintaining strong momentum. In the US, a robust economy is boosting consumer confidence which rose to a 17-year high in November. This may result in higher consumer spending and further...
Investment Commentary - December 2017

13/12/2017

Investment Commentary - December 2017

TMI's Investment Commentary for December 2017 is now available to download.
The Ballad of East and West

01/12/2017

The Ballad of East and West

I recently overheard a conversation that made me think that when investment purists debate their preference for fundamental or technical analysis they miss the point. Using the two in combination is better than either one in...
Capitalising on digital and demographic trends in the property market

01/12/2017

Capitalising on digital and demographic trends in the property market

The rise of e-commerce can arguably be traced back to 1995, when Jeff Bezos boxed up and shipped the first book sold on Amazon.com from his Seattle garage. Since then, almost all major retailers have embraced online sales...
Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

22/11/2017

Autumn Budget 2017: Chancellor misses opportunity to address pension tax relief imbalance

This Budget was heavily flagged to be about helping young people, and one area where young people are undoubtedly worse off than today’s retirees is in their pension prospects. The Chancellor missed a great opportunity to address...
Autumn Budget 2017: Enterprise Investment Schemes

22/11/2017

Autumn Budget 2017: Enterprise Investment Schemes

We view the Budget as being broadly positive on the basis that existing tax reliefs and holding periods for EIS are unchanged.  The reliefs on income tax, capital gains tax and inheritance tax remain in place and this is an...
Autumn Budget 2017 Summary

22/11/2017

Autumn Budget 2017 Summary

Autumn Budget 2017   Please select the above document link to download our summary of the key announcements made in the Chancellor's Budget.

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.