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News and Comment from 35 Finance
4-Jan-2012 | |
The rules for EIS and VCTs are changing, and we update information on pensions, junior ISAs, and annuities | |
2-Dec-2011 | |
A Summary of the Autumn Statement for 2011 | |
29-Nov-2011 | |
Comments on the eurozone, the Chancellor's autumn statement, Pensions and Junior ISAs | |
1-Oct-2011 | |
Retirees' Dilemma | |
16-Sep-2011 | |
Riding Market Volatility | |
28-Jul-2011 | |
Assuming the US debt ceiling is raised in time and the Eurozone continues to muddle through its debt crisis, it is most likely that growth will resume in the third quarter. The bull market in equities is also likely to resume, after the bumpy ride that we are currently experiencing. | |
22-Jul-2011 | |
The week ended well in the stockmarket, as a result of the eurozone deal on the Greek debt crisis. | |
22-Jul-2011 | |
Public sector pensions are in the news at the moment, so we thought it would be useful to review how they work, starting with the teachers' pension. | |
18-Jul-2011 | |
Schemes that offer to lend back 50% of a pension fund as an unsecured loan are to be avoided! | |
1-Jun-2011 | |
Sophisticated Investments | |
3-May-2011 | |
Comment on the markets, some of the changes introduced in the Budget, and news about us. | |
1-May-2011 | |
The Inflation Dilemma | |
1-Apr-2011 | |
Pensions Liberated | |
1-Mar-2011 | |
NEST set to fly | |
15-Feb-2011 | |
Tax Thresholds | |
31-Jan-2011 | |
Annuity rule axed | |
1-Dec-2010 | |
An update on the comprehensive spending review, changes to the rules for pensions, and the markets. | |
30-Nov-2010 | |
Tax relief on contributions | |
1-Aug-2010 | |
Pensions Unfetted! | |
25-Jul-2010 | |
Comments on the emergency budget, and the state of the markets. | |
30-Jun-2010 | |
Capital Gains Tax, Tax Efficient Investments | |
30-Apr-2010 | |
Advantagse of Trusts | |
5-Apr-2010 | |
Our views on some items of the budget, and the investment scene in the new tax year. | |
30-Mar-2010 | |
Thankful for small mercis | |
1-Feb-2010 | |
Preparing for the Budget | |
1-Jan-2010 | |
Investment Planning | |
11-Dec-2009 | |
Comments on the markets, investment opportunities from climate change, inheritance tax planning, and the Pre-Budget Report, and our good wishes for Christmas and the New Year. | |
1-Oct-2009 | |
April 2010 Deadline: | |
22-Sep-2009 | |
An update on ISAs, tax-efficient investments in light of the tax changes due in 2010, our view of the markets and how to reduce the volatility of your portfolio. | |
9-Sep-2009 | |
Autumn Newsletter for expatriates, particularly those resident in Spain. | |
1-Sep-2009 | |
The Age 75 Question | |
1-Jul-2009 | |
Diversifying Investments | |
24-Jun-2009 | |
Since our Spring newsletter in March there has been a massive change. We look at how to respond to the current situation, and consider how active we should be when making changes to portfolios. | |
1-Jun-2009 | |
Investment Markets | |
30-Apr-2009 | |
Budget Impacts - Income Tax, ISAs, Pensions, EIS, Other Investments | |
28-Apr-2009 | |
Profile of Jeremy Davis and 35 Finance in New Model Adviser, 20 April 2009 | |
2-Apr-2009 | |
Invitation to a seminar in Cambridge on 22 April 2009 | |
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