Featured Posts

Where are your ISAs?

The NICs top-up countdown is underway again…

The Autumn Budget – a brave new tax world

An update on cash savings

The 2025 State Pension increase

Capital gains tax: a minority sport?

2024 – the year of two Budgets

The taxing cost of pensions

The case for holidays for investors

The taxpayer club – have you joined?

News & Blogs

Click our Social media links to find out more about us and follow us.

Categories

Understanding what goes in to the FTSE100

The latest quarterly review of the FTSE 100 revealed common misunderstandings about how the index is drawn up. Every quarter FTSE...

Saudi Arabia: the next emerging market

The June 2018 review of constituents for the main Emerging Markets Index has produced a few surprises. The MSCI Emerging Markets Index is...

Top earners increase their share of tax payments

HMRC’s latest statistics provide an insight into the income tax paying population. The figures reveal changes in the distribution of tax...

Can a revised tax system re-balance intergenerational fairness?

A new report has proposed taxing the baby boomers to help resolve major issues around intergenerational fairness. The report, published...

A savings tax review

The way savings are taxed is being reviewed by the Office of Tax Simplification (OTS). The OTS is looking at the way in which savings and...

Pension Drawdown - avoiding disaster

Nearly 80% of people using pension freedoms to manage their retirement income, face a potential financial crisis if they have not set up...

Tuning Out the Noise

For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines...

How useful is the Dow Jones Index?

The Dow Jones industrial Average – the Dow – is a well-known part of the investment market, often quoted by news sources. But what does...

Taking the early view on ISAs

There are advantages to planning your ISA investments around the start of the tax year. With ISAs all the taxation benefits occur...

New risk criteria for Venture Capital schemes

Important changes for venture capital schemes and enterprise investment have recently come into effect. New ‘risk-to-capital’ conditions...

3 4 5

Family at the core

Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office
01273 839544

Contact Form

info@bluecoatwm.com

Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office 01273 839544

Contact Form

info@bluecoatwm.com

Main Office
01273 839544