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?

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Cash ISAs losing favour

New statistics from HM Revenue & Customs (HMRC) show that cash withdrawals from individual savings accounts (ISAs) are probably more than...

Preparing for the next Markets Crisis

It is now the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more...

FYI - In the news

City dwellers save with car share Car share clubs and service are attracting growing numbers of users, says the Sunday Times, as people...

Venture Capital schemes - Changes Afoot?

Venture capital schemes: changing gear? A consultation paper issued in August could mean changes to venture capital schemes. At the start...

Stop Monkeying Around!

In the world of investment management there is an idea that blind-folded monkeys throwing darts at pages of stock listings can select...

Headline Blues

It’s a tough gig being a financial media pundit whose job requires making eye-grabbing calls on the outcomes of major world events. But...

Market Highs: Are Stocks Heading for a Fall?

You may have read that well-known stock indices in the US and Europe have reached new highs in recent months. Is a new market high an...

Summary of Chancellor's Autumn Statement

Clients can now access our report on the Autumn Statement in our Client Portal (www.wealthplatform.co.uk) in the Library under Global...

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won't always go to plan and there'll be rough seas, but those...

A Long-Term Perspective on Short-Term Volatility

Every now and then, unexpected events can take people by surprise. That happened recently with the UK’s EU referendum, and it caused a...

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01273 839544

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Featured Posts

News & Blogs

Archive

Follow Us

Categories

Contact Us

Main Office 01273 839544

Contact Form

info@bluecoatwm.com

Main Office
01273 839544