Cazenove Fund Changes now that Schroders are in charge

Schroders logo

They have now turned their attention to making changes to their range of UK OEICs and unit trusts.   Some of the fund names have changed, for example, the Strategic Bond funds are now named ‘Strategic Credit funds’. In all

Posted in Investment News

Budget 2014: What do the changes to pensions mean to you?

Budget 2014 Pensons

The 2014 budget has given us some very useful surprises, but what do they mean for you? Read on if ‘retirement’ will be in the next 12 months for you, because this could make a big difference. Pensions have seen

Posted in News

Protecting property from care home fees

protect your home against care-home fees

One aspect of estate planning and wills is what happens if you own a property with somebody else, You might own a property with a partner you are not married to, another family member or a business partner.  It is

Posted in News

Cazenove’s UK Smaller Companies Fund – Closed to new business

Cazenove’s UK Smaller Companies Fund – Closed to new business

February 2014 You may have received a letter about your investment in Cazenove’s UK Smaller Companies Fund.  Skandia were first out of the blocks, sending out their letter on 27th December 2013.  Cofunds and Fidelity customers were notified in late January

Posted in Investment News, News

Check here for investment news

We are starting an new category  to our website blog,  investmentnews.   Check here for Check here for investment news

Posted in Investment News

Pension Annual Allowance Change – April 2014

Pension Annual Allowance Change 2014

You may have noticed coverage in the press that the annual allowance for pension contributions – ‘pension input amounts’ – will reduce from £50,000 to £40,000 for the next tax year… having already reduced from £255,000 to £50,000 in April

Posted in Pensions

How to make your investments grow faster!

How to make your investments grow faster!

Q: When is £121,665 the same as £127,628? A: When the difference is £18, of course. Okay. It’s rubbish as a joke or a maths question but I’ve been puzzled by this for some time now. The question I’m grappling

Posted in News

How to boost your pension with tax relief

boost your pension

In a report published in the last couple of weeks by the Pensions Policy Institute director Chris Curry says that there is “little evidence” the £35bn a year spent on tax relief on pension contributions actually encourages pension saving among

Posted in Pensions

Are you planning to retire?

Poverty in retirement

Recent research by insurance giant Prudential has claimed that thousands of people will retire into poverty this year.  Almost 20% of people taking their state pension this year will be entering retirement on a total income of less than £8,254.

Posted in Pensions

Which is the best way to save for the future – An ISA or a Pension?

ISA or Pension

Both ISA and Pensions offer savers big tax breaks that should not be overlooked especially at this time of year when many of us do our financial planning. While we are in a period of low interest rates and also,

Posted in Getting Good Financial Advice
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