News and Comment from 35 Finance
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 | |
31-Mar-2009 | |
The search for income - Deposits,ISAs,Gilts,Corporate Bonds, Global Bond Funds,UK Equity Income Funds,Structured Products and National Savings. | |
1-Mar-2009 | |
Comments on the financial markets, and some reminders about things to consider as the end of the tax year approaches. | |
2-Feb-2009 | |
Pre-Budget Report - Pensions (contribution limits,protection,salary sacrifice, carrying back losses,increased state pension and higher rate income tax | |
16-Dec-2008 | |
Investment Stategy | |
10-Dec-2008 | |
Client Christmas Newsletter December 2008 | |
29-Oct-2008 | |
Some Ideas for Saving Tax | |
16-Oct-2008 | |
We have been witnessing the most extraordinary events in the financial markets, and so I thought it would be worthwhile to review what is going on, and our recommended strategy for dealing with it. | |
16-Oct-2008 | |
Article written by Warren E Buffett | |
3-Sep-2008 | |
Age Allowance Changes | |
18-Aug-2008 | |
News about us | |
21-Jul-2008 | |
Putting multiple pension schemes into one pot | |
9-Jul-2008 | |
Investment: Keeping Your Cool | |
18-Jun-2008 | |
Annuity Rates | |
28-May-2008 | |
Record number leave for warm destinations | |
30-Apr-2008 | |
Riding Out The Storm | |
8-Apr-2008 | |
Unit Trusts v Investment Bonds | |
It's the end of the year show - don't let the taxman take more than his fair share | 20-Mar-2008 |
Year End Tax Planning | |
12-Feb-2008 | |
Which Type of SIPP? Contracting Out of State Pensions and Capital Gains Tax Changes. | |
4-Feb-2008 | |
24-Jan-2008 | |
We held our first seminar in Spain on 24 January 2008 in the beautiful surroundings of the Parador Hotel, Javea. The topics covered included a comparison of Spanish and UK inheritance tax; ways of mitigating the tax; and the use of equity release to reduce the tax liability in Spain and generate additional income. | |
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