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… originally introduced in April 2015 at a rate of £10,000, and reduced to £4,000 in Finance (no. 2) Act 2017 back dated to 6 April 2017. The MPAA restricts the annual allowance (AA) to £4,000 when certain pension…

…In November 2017, when the Bank of England raised interest rates for the first time in over 10 years, it indicated that there could be two further hikes of 0.25% over the next three years. Less than three months later,…

… in: Professional Paraplanner - Why we wont be getting a normal post-election Budget (20th November 2017)  Opinions, interpretations and conclusions expressed in this document represent our judgement as…

… performers, returning approximately +34% in US dollar terms, their strongest year since 2017. US equities rose by +17.9%, lagging other major regions, while European equities delivered strong…

…Recently all four big UK banks – HSBC, Lloyds, Barclays, and RBS – reported Full Year 2017 results. (Note the order – could there be an indication of quality there?) Britain’s banks seem to be back from the…

… first appeared in: What Investment - A matter of trust (in print on 1st November 2017) Opinions, interpretations and conclusions expressed in this document represent our judgement as of…

… Observer - How millennials can, and should, get their financial affairs in order (8th November 2017) Opinions, interpretations and conclusions expressed in this document represent our judgement as of…

… Analyst Article first appeared in: What Investment (in print on the 1st December 2017) Clients are advised that the value of all investments can go up as well as down. Any past…

… Director (Isle of Man) Article first appeared in: Gallery Magazine (1st December 2017) Clients are advised that the value of all investments can go up as well as down. Any past performance…

… from a 2012 Long Term Incentive Plan (LTIP), with the first 40% of this vesting on New Year’s Eve, 2017. Happy New Year, eh? This column has commented previously on high payouts from LTIPs, most notably in…