Pension Tax Relief Deadline 2018

The deadline is fast approaching for claiming tax relief against 2017 earnings by making a pension contribution. Now is the ideal time to top-up your existing pension or start a new policy. This applies whether you are self-employed or a PAYE taxpayer. If you pay and...

Pensions for Company Directors

Company Pensions are one of the most tax efficient means of transferring profits into long-term personal wealth. Self-Administered Pension Plans (SSAP) are highly flexible retirement planning vehicles. They allow company directors to reduce both corporation and...

Exchange Traded Funds – A Brief Overview

ETFs: A Look under the bonnet First published in the FM Report Exchange Traded Funds (ETFs) are not new – first appearing as equity index trackers in the US during the 1990s, but they have ballooned in both number and size of assets in recent years. By the end of 2017...

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many...