The record S&P 500 bull run - 28th September 2018

The US stock market set a new record for the longest-ever bull market in August.       S&P 500 Index Performance Wednesday 22 August 2019 saw the S&P 500 drop – b...
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Student loan interest rates increase - 28th September 2018

The rates charged on student loans rose at the start of September.  The revised terms for interest on, and repayment of, student loans were published in August, along with the A level ...
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Slowing down our old age - 28th September 2018

A paper published in August by the Office for National Statistics (ONS) casts new light on life expectancies in the UK.       Life expectancy has been increasing in the UK for a l...
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Interest rates creeping up after nine years - 28th September 2018

The Bank of England increased the base interest rate in August to 0.75% – the second increase in 12 months.       Source: Bank of England August 2018  The Bank’s decisio...
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Record inheritance tax revenues ahead of simplification review - 28th September 2018

2017/18 produced record inheritance tax (IHT) receipts according to HMRC data published in July.  The latest release of the annual statistics revealed IHT produced £5.228 billion for the...
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Is the LISA’s short life about to end? - 31st August 2018

The Lifetime ISA (LISA) may not survive after low uptake by providers and fresh criticisms from parliament. The LISA has been reviewed by the Treasury Select Committee, which was critical of, "i...
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OBR forecasts present need for tax increases in the Budget - 31st August 2018

The long-term outlook for government finances suggests tax increases are inevitable.   The Office for Budget Responsibility (OBR) produces medium-term financial forecasts alongside the Budg...
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Residential letting to get more difficult - 31st August 2018

Draft legislation released in July contains more bad news for those renting out residential property. The Finance Bill 2018/19 draft legislation published just before the summer holidays has con...
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2018 proves volatile after the smooth sailing of 2017 - 31st August 2018

The first six months of 2018 were unpredictable times for investors as global stock markets suffered a sudden bout of volatility. The unpredictability came as a major surprise after the general st...
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Is a flat rate scheme coming to pension tax relief? - 31st August 2018

The prospect of a flat rate of tax relief on pension contributions has resurfaced in the national press.  The cost of pension relief has been chipped back in recent years, mainly by redu...
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Mainland Chinese stocks join the MSCI index - 29th June 2018

Important changes affecting Chinese market indices took effect in June 2018, which could affect emerging market funds. On 1 June 2018, the index provider MSCI added 233 domestic Chinese stocks to i...
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Interest rate rises prove hard to predict - 29th June 2018

The Bank of England did not raise interest rates in May, despite earlier suggestions that it would.   About four years ago a member of the Treasury Select Committee compared Mark Ca...
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Can a revised tax system re-balance intergenerational fairness? - 29th June 2018

A new report has proposed taxing the baby boomers to help resolve major issues around intergenerational fairness. The report, published by the Intergenerational Commission in May, offers ten polic...
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What does the pension lifetime allowance buy? - 27th April 2018

It is worth looking at what your pension pot could buy for your retirement. The importance of pension contributions has been bolstered by the rollout of auto-enrolment pension schemes. Howe...
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Taking the early view on ISAs - 27th April 2018

There are advantages to planning your ISA investments around the start of the tax year.  With ISAs all the taxation benefits occur after investment is made, yet the focus is o...
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