News

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    GARS update

    GARs is a multi-asset portfolio which is built to be durably diversified.  Some elements in the portfolio have performed negatively in recent weeks but, conversely, other strategies have done well. Despite recent volatility, GARs has showed levels of volatility within expected ranges.  This is because durable diversification is specifically built into the portfolio, constructing it […]

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    Wheels for Wellbeing: Charity Football Tournament

    We took part in a 6 a side chairty football tournament hosted by GAM on 21st May 2016.at Stamford Bridge. The event was held in aid of raising funds and awareness for the charity; Wheels for Wellbeing. Wheels for Wellbeing is an award-winning charity that supports disabled people of all ages, abilities and backgrounds to […]

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    The New State Pension (NSP):

    The New State Pension The New State Pension (NSP) came into effect from 6th April 2016. Anyone who reaches state pension age on or after 6th April 2016 will receive the NSP (men born after 6th April 1951 and women born after 6th April 1953). At least 10 qualifying years of National Insurance Contributions or […]

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    The one that got away: Stamp duty

    The one that got away – HMRC will collect an additional 3% in tax for individuals that already own a property and then purchase a new home. If someone is living in rented accommodation and owns a property that is let to private tenants and they plan to move out of their rented accommodation and […]

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    What we already knew:

    Lifetime allowance:  The pension lifetime allowance is to be cut from £1.25M to £1M with new protection options for those affected.  Pension Annual Allowance cut: The standard £40,000 Annual Allowance will be reduced by £1 for every £2 of ‘income’ clients have over £150,000 in a tax year, until their allowance drops to £10,000. Dividend […]

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    What we know now:

    Lifetime ISA (LISA): The Chancellor unveiled plans to introduce a new Lifetime ISA (LISA) from April 2017.  This is an intended complimentary savings scheme for young savers, not a replacement for traditional pension saving. The aim is to encourage long term saving with the inclusion of a ‘buy four get one free’ bonus, but with […]

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    Changes to Dividend Taxation

    From 6th April 2016 there will be no more dividend tax credit. Instead your first £5,000 of dividends will be tax free. The remainder will be taxed as follows: • 7.5% on dividend income within the Basic Rate Tax band • 32.5% on dividend income within the Higher Rate Tax band • 38.1% on dividend […]

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    2015/16 ISA Allowance

    You have until 5th April 2016 to utilise your ISA allowance for the current tax year or lose it. The maximum you can pay into an ISA for the current tax year is £15,240 and this can be split in any proportion between a Stocks and Shares and Cash ISA. Don’t forget you can also […]

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    Tax relief/Carry forward

    You may have scope to make use of your unused annual pension allowances for the last three tax years. For anyone concerned that tax relief on future contributions may be cut back, it is worth considering making additional contributions now while tax relief matches tax paid on income. The carry forward rules mean that any […]

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    Why small can be beautiul

    About this fund The Liontrust UK Micro Cap Fund will be launched by two new recruits at the Liontrust fund management team following the addition of two new fund managers. The fund will be run in accordance with the Economic Advantage investment process and in particular will mirror the Liontrust UK Smaller Companies Fund in […]

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