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Analysis , Funds , Tax Efficient Investing , Viewpoint

UCIS can be tax efficient but beware risk

There are many reasons for this but, primarily, it is the result of demand for investments which have the potential to provide performance in excess of that available through more

Analysis

Have a flexible retirement

This fall has been driven by the yield on fixed interest investments such as gilts and corporate bonds falling to their lowest level since records began in 1703. The increase

Analysis , Shares , Viewpoint

Three ways to protect your loved ones

When you start to add it all up, you’d be forgiven if you had decided on a life without kids and indulged in a life of several holidays a year.

Analysis

Cheap as chips China

Equity market enthusiasts will be pleased to know that the market is looking not only cheap, but attractive. At the market’s peak in 2007, valuations implied that Chinese companies would

Analysis

Get to grips with tax avoidance rules

In 2012 the government stated that it agreed with the broad thrust of Aaronson’s report and would introduce a “narrowly focused general anti-abuse rule” into the UK tax system. Draft

Analysis , Funds , Tax Efficient Investing

Closing the tax avoidance loophole in 2013

Graham Aaronson published his report on 21 November 2011, setting out a recommendation for the introduction of a narrowly focused general anti-abuse rule (still a GAAR but with the second

Analysis

Destination unknown: how to plan your financial journey

My guess is the answer is no – at least not before my favourite invention the sat-nav was released. Financial planning is like using the latest sat-nav system, as your

Analysis

Economic data powers US stocks forward

The consensus among economists was that the data would show that the United States grew around 1% in the final quarter of 2012, but the data actually showed that the

Analysis , Property

Rock bottom rates cost savers hundreds

A saver with £5,000, for example, could have lost more than £400 in gross interest over the four year period. Later this week the Bank of England’s Monetary Policy Committee

Analysis , Viewpoint

Invest in other people’s success

SMEs are at the heart of UK economy and contributed 40% of GDP in 2010 but since the onset of the financial crisis banks have been lending less and less