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Author Archives: charlie
EMWU May 2013
Tax avoidance hots up The past few years have seen HMRC strengthen its powers to challenge tax avoidance schemes. Last month’s win over the Bristol & West shows how the teeth of the taxman are growing stronger by the day. … Continue reading
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Keeping Your Cake and Eating It!
When it comes to planning for Inheritance Tax, there is one general rule that usually applies. You cannot have your cake and eat it. In other words, you cannot give away assets to save Inheritance Tax whilst still benefiting … Continue reading
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Advice or Discretion; Which Management Tool Is Best?
2008- That fateful year when the economy came crashing down around us. We see the effects of this downturn every day in nearly all aspects of our life. I do not wish to labour this point, as after all … Continue reading
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EMWU April 2013
Bolton doesn’t cut it You will recall that Anthony Bolton, the former manager of the Fidelity Special Situations fund, came out of retirement to start and run a China fund. At the time we advised you against investing in such … Continue reading
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EWMU March 2013
Inflation and the future Last month, the Monetary Policy Committee at the Bank of England announced that it was keeping interest rates unchanged. No surprises there. However, what they did do differently was to make an accompanying statement, something quite … Continue reading
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Child Benefit Changes- Losing Does Not Have to Be the Only Option
For the past few months now, Child Benefit changes have been hitting the headlines. There have been numerous debates on the news, in the press and on the radio batting the ‘is it fair’ argument back and forth. But do … Continue reading
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EWMU January
A new year, new rules 1st January 2013 marks the start of a new regime in financial services in the UK. The change in regulations also sets in place changes for the next three years. For several years it has … Continue reading
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EWMU December 2012
HMRC offshore account crackdown You may have read in the media about the new clampdown by HMRC on offshore accounts. In October 2011 theUKandSwitzerlandcame to an agreement on tackling tax evasion, which comes into effect in 2013. The agreement was … Continue reading
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Plan Your Life- Financially and Otherwise
The media, the shops and especially our children are all telling us that it’s that time of year again – Christmas is nearly upon us. Of course, for most of us, this is a joyful time where we can … Continue reading
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WMU November 2012
Inflation falls The UK’s main inflation rate fell to 2.2% in September from 2.5% in August, dropping to its lowest level for three years, and has then risen again to 2.7% in October. Having been as high as 5.2% … Continue reading
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