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Pension changes to be aware of for the 2019/20 tax year
  • Posted by: Jon Doyle
  • Category: Blog

As the start of a new tax year begins, it’s often a time to consider how your financial plan is shaping up and ensuring it’s still relevant for aspirations and goals. You may be thinking about how you’ll use your ISA (Individual Savings Account) allowance this year or how to make the most of investable…

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The World In A Week 11 – UK to regulate internet
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

The UK government may be in swivel eyed bewilderment regarding Brexit, but last week proved it has not completely lost the plot. Last Monday it announced ambitious plans for the UK to be the global leader of internet regulation. The publication, titled ‘Online Harms White Paper’, outlines how the government proposes to effect online regulation….

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The World In A Week 10 – Synchronised Slowdown
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Markets had a positive week with Global Equities as measured by MSCI ACWI, returning +2.26%. Europe Ex-UK Equities outpaced US Equities +2.65% vs +2.22%, slightly reversing the trend that has prevailed since the financial crisis. UK Equities, as measured by the FTSE All Share returned +2.65% and Emerging Markets as measured by MSCI EM advanced…

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Could Relevant Life Policy be a tax-efficient way to provide you with peace of mind?
  • Posted by: Jon Doyle
  • Category: Blog

It’s natural to want to protect your family. Life Insurance can help give you peace of mind that, should the worse happen, they’ll be financially secure. But there could be a way that’s more tax-efficient to provide security for your loved ones. Relevant Life Insurance is a way for business owners to provide effective cover…

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The World In A Week 9 – Please sir, can we have some more
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Time? The latest Twist in the Brexit tale saw control being given to the members of parliament who embarked upon a series of eight indicative votes on what form Brexit should take.  It came as no surprise that all were rejected.  There is no apparent appetite for a ‘no-deal’ Brexit, but the lack of an actual deal…

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The World In A Week 8 – Interminable tedium
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

The title ‘World in a Week’ is a clear reference to Brexit. Last week, Prime Minister May, on her third attempt to push through a deal, failed, again. This time, on a technicality brought by speaker of the House of Commons, John Bercow, who actioned a ruling from 1604, which prevented government from bringing back…

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The World In A Week 7 – US budget: A Curious Direction
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Last Monday, the US government released its budget proposal for 2020, entitled ‘A budget for a better America’. It highlights the key priorities for the executive but, just like any budgetary plan, there are winners and losers and it’s clear in this case who those two groups are: Defence is the clear winner and the…

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The World In A Week 6 – Scenes reminiscent of a 2011 policy error
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

Having maintained a strong run since the start of the New Year, global markets paused for breath this week, with the MSCI All Country World Index falling back -0.56% from the perspective of a Sterling-based investor. The FTSE All Share fell -0.19%, while the USA underperformed European markets for a change -1.04% vs -0.77%, this…

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The World In A Week 5 – Groundhog day again
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

It was another week that Phil Connors would have been familiar with, the reluctant hero portrayed by Bill Murray in Groundhog Day and ironically the title of our Monday update five weeks ago. We all recognise the merry-go-round of geopolitical risks that currently dog the markets and last week we got another episode of kicking…

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The World In A Week 4 – Silence is Golden
  • Posted by: Jon Doyle
  • Category: Blog, General, Investments, News, World in a Week

You wouldn’t be mistaken if you heard tumbleweed last week, with little news of note; even the Trump twitter feed was silent, leading in to what was an incredibly quiet week. It was President’s Day on Monday which meant US equity and bond markets were closed. The FOMC meeting took place mid-week with members of…

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