News Archive
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18/01/2010 - Gillian Mackenzie Achieves Diploma Status
14/12/2009 - Time to start saving for the future
09/12/2009 - Pre-Budget Commentary
24/11/2009 - Liberation V Trading Notes
19/11/2009 - Live Long and Prosper
16/11/2009 - Keydata in default
16/11/2009 - Liberation VII Trading Note
12/11/2009 - Gillian Mackenzie Scores Top Marks in JO5 Exam!
12/11/2009 - Gillian Mackenzie Article in Professional Adviser
27/10/2009 - Arc Capital and Income plc in Administration
08/10/2009 - BoE Keeps Interest Rates at 0.5%
08/10/2009 - Property: Back to the first rung of the ladder
06/10/2009 - ISA Limits for Over 50's Increase Today
30/09/2009 - Keydata Update
23/09/2009 - Liberation V Trading Notes
22/09/2009 - Tax And Cut
21/09/2009 - Great North Run Success!!!
18/09/2009 - Exam Success at WR!
10/09/2009 - Bank Holds Interest Rates
07/09/2009 - Please support Graham Laverick in The Great North Run
28/08/2009 - Who Needs A Rising Stock Market If They Have Access to Decent Financial Advice?
25/08/2009 - Bank Account Rates
18/08/2009 - Liberation News
14/07/2009 - Show Me The Money!
30/06/2009 - Keydata Update
29/06/2009 - Diploma Status For Director
18/06/2009 - Keydata Update
17/06/2009 - Keydata Upate
15/06/2009 - Keydata Update - Day 5
15/06/2009 - Keydata Podcast
12/06/2009 - Keydata Update
11/06/2009 - Is My Money Safe with Keydata?
11/06/2009 - Heads or Tails?
10/06/2009 - Keydata Money Appears 'Safe'
09/06/2009 - Keydata Placed into Administration
08/06/2009 - Liberation VII Trading Note
29/05/2009 - Liberation V Trading Note
29/05/2009 - Is it time for a recovery?
14/05/2009 - On Your Best Behaviour
07/05/2009 - Interest rates frozen
07/05/2009 - Start of the Bull Market
22/04/2009 - Budget Highlights
20/04/2009 - Ladies and Gentlemen, please stay in your seats
16/04/2009 - Liberation VI Trading Note
09/04/2009 - Liberation VII Trading Note
02/03/2009 - Liberation VI Trading Note
02/03/2009 - Make 2009 the year to shop around
02/03/2009 - The benefit of hindsight
02/03/2009 - On your best behaviour
17/02/2009 - Liberation VII Trading Notes
06/02/2009 - Rates reach a new low
05/02/2009 - Trading Note Liberation V
30/01/2009 - Liberation V Trading Note
26/01/2009 - Do you see what I see?
01/01/2009 - Liberation VII Trading Note
12/12/2008 - Ten reasons why you should be buying shares now
02/12/2008 - Keep Following the Fundamentals
01/12/2008 - Liberation VII Trading Note
01/12/2008 - Living in Limbo
24/11/2008 - Pessimism for pessimism's sake
06/11/2008 - You don’t want to be Alice!
06/11/2008 - Bank of England Reduces Bank Rate by 1.5 Percentage Points to 3%
06/11/2008 - Appointment of Business Director
31/10/2008 - The Week in Focus
29/10/2008 - Market Volatility
16/09/2008 - "Meltdown Monday?"
15/09/2008 - Time to Keep Your Head
31/07/2008 - Frequently asked questions in a volatile market
29/07/2008 - Feature Article in New Model Adviser
17/07/2008 - The darkest hour is just before the dawn
30/06/2008 - Back to Reality
19/03/2008 - Nucleus announces IFA advisory board line-up
31/01/2008 - Lazy advisers 'cost clients £15,000'
24/01/2008 - Market Commentary from Ken Forman
23/01/2008 - Invesco Perpetual Market Commentary
02/01/2008 - Liontrust First Growth
07/12/2007 - Pensions advice must reflect changing lifestyles
06/12/2007 - Interest Rate Announcements
03/12/2007 - Advisors unhappy with Sipp returns
03/12/2007 - Stock market sees record levels of activity
03/12/2007 - Our Wrap Partner Wins Innovator Award
03/12/2007 - IFAs prove 'invaluable' in times of turbulence
30/11/2007 - Standard Life's Pensions news bulletin
29/11/2007 - Standard Life's Pensions news bulletin
29/11/2007 - Investec Asset Allocation Update
26/11/2007 - Government confirms IHT status of USP and ASP withdrawals
26/11/2007 - Sipp providers linking to fund management platforms
21/11/2007 - Larger fund teams impede performance
19/11/2007 - IHT changes 'will make little difference'
15/11/2007 - SRI funds outperforming market thanks to M&A activity
12/11/2007 - Precious metals market strong
12/11/2007 - Investors taking advantage of stock market bargains
12/11/2007 - Global Reits market sees 25% growth
11/11/2007 - Global Reits market sees 25% growth
06/11/2007 - Advice important when moving into alternative investments
06/11/2007 - Top returns to be found overseas
06/11/2007 - Sipps market dominated by men
29/10/2007 - IHT trusts 'still have advantages'
29/10/2007 - Wealthy investors turn to alternatives
22/10/2007 - Online Sipps attract younger investors
22/10/2007 - Sipp market more transparent
22/10/2007 - Repeat of Black Monday unlikely
17/10/2007 - Climate change influencing investor decisions
15/10/2007 - Darlling's Inheritiance Tax Fundamentals
12/10/2007 - Couples' IHT threshold to rise to £600,000
10/10/2007 - Art outperforming other investments
08/10/2007 - SIPPs to dominate pensions market for high end investors
05/10/2007 - Over half of all Brits take no IHT advice
02/10/2007 - Gold a safe hedge against rising inflation
02/10/2007 - Emerging Asian economies stand strong in face of market volatility
02/10/2007 - Conservatives to raise IHT threshold to £1m
28/09/2007 - Advice essential to help minimise IHT
25/09/2007 - Income drawdown to beat annuities
25/09/2007 - Inheritance tax crackdown launched
18/09/2007 - Lack of knowledge holding back first time investors
17/09/2007 - Northern Rock and its impact
17/09/2007 - Low cost Sipps emerging
14/09/2007 - Japan to experience 'economic sunrise'
14/09/2007 - Credit crunch fails to scare off investors
11/09/2007 - Wills should be checked regularly
10/09/2007 - Sipp investors urged to seek professional advice
06/09/2007 - Ethical investors rewarded with large returns
29/08/2007 - Drip feeding can help investors deal with volatility
29/08/2007 - Emerging markets to bounce back stronger
21/08/2007 - Foreign property owners given IHT warning
20/08/2007 - Tories propose abolition of inheritance tax
17/08/2007 - Reits and Sipps biggest growth areas
14/08/2007 - More women making high end investments
13/08/2007 - Pension savers turn their backs on annuities
10/08/2007 - Renewable energy represents great investment opportunity
07/08/2007 - Interest in ethical investment growing
03/08/2007 - Stock market investors should 'persevere'
02/08/2007 - Asset management industry 'growing in importance'
25/07/2007 - Investors should review portfolios as UK profit warnings rise
24/07/2007 - Sipps holders should invest in 'a range of markets'
24/07/2007 - UK Commercial Property
20/07/2007 - News Investors should review portfolios as UK profit warnings rise
20/07/2007 - UK economy growing strongly
18/07/2007 - Offshore bonds increasingly used in IHT planning
18/07/2007 - IHT calculation must include all assets
18/07/2007 - FSA scrap commissions in IFA industry
18/07/2007 - Britons risking IHT by failing to write wills
21/03/2007 - Budget Report
01/03/2007 - Investment comment on the recent market sell down
26/02/2007 - ISAS vs Pensions
26/02/2007 - Tax savings before the budget
01/02/2007 - Future Looks Bright for Local IFA
22/01/2007 - THE FEAR OF MAKING FINANCIAL DECISIONS
22/01/2007 - Make the Reit move in property
11/01/2007 - Powers of Attorney - Changes to the Law
06/01/2007 - Investment Commentary by Country
20/12/2006 - Contracting Out Update December 2006 - The Balancing Act
07/11/2006 - Pre Budget Report
06/11/2006 - W R Pioneer Podcasts with Pension Advice
01/11/2006 - Caught But Not Out - Liam Plunket
01/11/2006 - Criteria for REITS
23/10/2006 - Market Commentary - October 2006
20/10/2006 - Market Commentary by Close Asset Management
10/10/2006 - Survey shows Oct to Jan quarter produces highest returns in tax year.
04/08/2006 - Interest Rate Increase
01/08/2006 - Reporting Requirements - Occupational Pension Schemes
26/06/2006 - Return Fall on Premium Bonds
20/06/2006 - IHT seminar - Future of Trusts
12/06/2006 - What the Fund Managers are saying
09/06/2006 - U turn on Taxing Trusts
31/05/2006 - UK Share Market Commentary
25/05/2006 - Pensions White Paper - Pension Reform
01/05/2006 - Registering For Primary and/or Enhanced Protection
01/05/2006 - Trust Changes Come into Focus
10/04/2006 - Comparison of Pensions Pre and Post A day
03/04/2006 - 2006 Buget Commentary
27/03/2006 - Top 12 A-day changes…
09/01/2006 - PROPERTY FUNDS ARE NOW ELIGIBLE ISA INVESTMENTS
01/01/2006 - JAPAN LEADS WAY FOR SOARING TRUSTS
16/12/2005 - REAL ESTATE INVESTMENT TRUSTS:
12/12/2005 - Creative thinking required to resolve the women’s pension debate
12/12/2005 - Rise in pensions savings still not enough
01/12/2005 - A day and Your Group Personal Pension
28/11/2005 - Rise in pensions savings still not enough, says ABI
24/11/2005 - When to Invest or NOT
03/11/2005 - Will Your IHT away
12/10/2005 - Plunket ( Sponsored by WRFM ) added to Test Squad
02/10/2005 - Inheritance Options
01/10/2005 - WRFM's Investment Process
01/09/2005 - Inland Revenue Cases - Pension Simplification
29/08/2005 - State Second Pension For 45 Year Olds
27/08/2005 - In or Out of S2P
27/08/2005 - State Second Pension For 55 Year Olds
27/08/2005 - Homes Set To Qualify for Sipps Schemes
27/08/2005 - State Second Pension For 25 Year Olds
27/08/2005 - State Second Pension For 35 Year Olds
21/08/2005 - DIY Pension Plans Given Timely Boost
08/08/2005 - Flexible Tax Rules Can Benefit High Earners From The Change In Annuity Regulations.
09/06/2005 - Millions Miss Out on Employer Contribution
15/05/2005 - Delay puts pension saving at Risk
03/05/2005 - Taxation and Trusts
02/05/2005 - Capping Commission on Annuities
08/04/2005 - Annuity Options
03/04/2005 - Alert over DUD Pension Funds
24/03/2005 - Family Trusts in the Firing Line
24/03/2005 - Homeowners are walking into a Tax Trap
24/03/2005 - Move Home, and Taxman May Move In Too
24/03/2005 - WHERE THERE’S A WILL THERE‘S A WAY FORWARD
24/03/2005 - REVENUE’S GAZE REACHES FOREIGN HIDEAWAYS
06/03/2005 - Savers Take Control of their Pensions
06/03/2005 - Final Salary Schemes Doomed
05/03/2005 - Why Bother with an ISA this year
27/02/2005 - We're saving less for pensions
21/02/2005 - Time to think about Inheritance Tax.
17/02/2005 - Thinking About your ISA
17/02/2005 - Ethical Investor
17/02/2005 - How to get savings
17/02/2005 - A Parent's guide to education fees planning.
17/02/2005 - Long Term Care
17/02/2005 - Equity Release - Unlocking money from your home
07/02/2005 - Make sure you're not a cold age pensioner
06/02/2005 - REFORM HOLDS THE KEY TO NEW PROPERTY BOOM
06/02/2005 - THIS TAX BREAK FOR ALL IS A GIFT TO PENSIONS
01/02/2005 - Education Fees Planning
01/02/2005 - Long Term Care - Are You Covered
01/02/2005 - Time to think about Inheritance Tax.
01/02/2005 - The financial practicalities of bereavement
04/01/2005 - IT’S A BOY! THOUGHT ABOUT A PENSION
22/11/2004 - Want to beat the taxman? - Trusts Explained
16/11/2004 - Tax - A cut in Capital Gains Tax
16/11/2004 - Shares tipped to beat property in 2005
16/11/2004 - Should you buy Farmland
27/10/2004 - Looking for Value from Priviate Medical Insurance
06/10/2004 - Paying Your Way to Beat the NHS Queues
04/10/2004 - How to build Income from your savings
04/10/2004 - Dividend Ruling Affects Couples in Business
29/09/2004 - Small Firms Vulnerable to the Pensions Revolution
24/09/2004 - Investing to increase your returns
15/09/2004 - THREAT OF 1.5 PENCE ON TAX TO PAY FOR PENSIONS
16/08/2004 - Should you sell your Endowment
16/08/2004 - Company Tax Changes for the Worse
09/08/2004 - Avoiding Market Value Reductions
23/06/2004 - Helping you to plan ahead
23/05/2004 - Chancellor Closes IHT loophole
21/05/2004 - Long Term Care - Updated
15/05/2004 - Reserves Interest Trusts
01/05/2004 - INSURE AGAINST INHERITANCE TAX
11/04/2004 - PAY WHAT YOU CAN’ PENSIONS BOOST SAVERS
04/04/2004 - Pensions After .2006
31/03/2004 - Standard Life plans to demutualise
29/03/2004 - U K trust Taxation - Effect of Budget 2004
27/03/2004 - IT’S A BOY! THOUGHT ABOUT A PENSION
25/03/2004 - £ 10,000 fine for not providing Stakeholder Pension
18/03/2004 - Budget Summary
22/02/2004 - THE EARLY BIRD GETS THE BEST RETIREMENT FUND
22/02/2004 - Pensions - THE FUTURE IS IN YOUR HANDS
21/02/2004 - Houses to come under pension roof
21/02/2004 - Shopping for a better annuity
21/02/2004 - Retiring now could be bad for your wealth
18/02/2004 - Standard Life Sells £ 7.5 bn shares
14/02/2004 - Hedge Funds goes respectable
12/02/2004 - WHO WANTS TO BE A GURU?
12/02/2004 - What determines the success of an investment
08/02/2004 - Why Isas are still worthwhile
08/02/2004 - Pitfalls of unlocking your property gains
08/02/2004 - Has the rally in shares run out of steam?
04/02/2004 - Firm invests in its future
02/02/2004 - Fund Managers ready to gamble
29/01/2004 - Market Upturn As Investors Return
23/01/2004 - Changing times for the traded endowment market
23/01/2004 - ANNUITIES BEGIN TO LOSE APPEAL
23/01/2004 - STANDARD LIFE – YOUR QUESTIONS ANSWERED
21/01/2004 - Update on Standard Life - Impact for Investors
21/01/2004 - Changing times for the traded endowment market
19/01/2004 - SUPPORT FOR STANDARD LIFE CONTINUES
14/01/2004 - Pension Changes could push up prices
08/01/2004 - Workers Saving too little to retire
08/01/2004 - Saving for Retirement
05/01/2004 - Shares Beat the Housing Market
01/01/2004 - Asset Allocation - Emotion or Logic
22/12/2003 - Wealthy Should pay more now to beat pension cap
16/12/2003 - Pension Simplification - Government Proposal
11/12/2003 - Simplifying the taxation of pensions: the Government’s proposals
22/11/2003 - Live long and buy early in the new world of annuities
20/11/2003 - Understanding Investment Trusts
13/11/2003 - Where there's a will theres a way
13/11/2003 - ISA's - Why keep them
12/11/2003 - Make life easy for your heirs
28/10/2003 - Trust me
21/10/2003 - Hopes melt for Final Salary Schemes
21/10/2003 - Pension Annuities and Health
21/10/2003 - Equitable offers Compensation
20/10/2003 - Group Pensions - Escape route is heavily mined
20/10/2003 - Equitable to sue ex - directors
20/10/2003 - Preparing for retirement
15/10/2003 - State Pension Rise
15/10/2003 - Taxman Targets Stamp Duty
09/10/2003 - How to get a State Pension Forecast
08/10/2003 - Long Term Care Insurance
07/10/2003 - EQUITY RELEASE EXPLAINED
04/10/2003 - Health Planning with Care
29/09/2003 - Pension Tax Time Bomb
27/09/2003 - Pensions - What will your money buy
23/09/2003 - How to take control of your retirement
17/09/2003 - Private medical Insurance
17/09/2003 - Cost of health insurance soars
14/09/2003 - Demanding a better Pension Annuity
14/09/2003 - SAVERS ‘WRONG TO SHUN PENSIONS’
13/09/2003 - Shares emerge blinking into the sun
12/09/2003 - Focus on Healthcare - Critical illness cover
12/09/2003 - BLOWING THE KIDS INHERITANCE
12/09/2003 - Salary Sacrifice
11/09/2003 - Finding a way out of with-profits
09/09/2003 - Family Firms Stealth Tax
07/09/2003 - Pension Credits ??????
07/09/2003 - THE FUTURE FOR WITH-PROFITS: PHOENIX OR DODO?
07/09/2003 - Equities Soar
07/09/2003 - FOUR OUT OF TEN DELAY RETIREMENT
07/09/2003 - How Trusts can help you beat the Taxman
06/09/2003 - SSAS - Reward for Risk
05/09/2003 - Surrendering Endowments ????
05/09/2003 - Cheated Ex - wives
03/09/2003 - Parents welcome Child Trust Funds
03/09/2003 - Share Prices Bouncing Back
03/09/2003 - Share Dealing Costs could rise
03/09/2003 - SURVEYS AT ODDS ON HOUSE PRICE MOVES
03/09/2003 - With-profits funds are on their death beds
03/09/2003 - Numbers paying Higher Rate Tax spirals upwardsSoars
02/09/2003 - The Govt's pre - retirement proposals
01/09/2003 - Equity Release Lending Up
01/09/2003 - Watchdog moves to cut pension deficits
01/09/2003 - Halt secret cuts in the savings of with-profits policyholders
01/09/2003 - Decline of with-profits products to accelerate
28/08/2003 - Pension Planning For Directors & Executives
28/08/2003 - Private education - What are the costs
28/08/2003 - Ageing Europe faces up to need for pension reform
28/08/2003 - Property is the new Pension Fund - Warning
24/08/2003 - Pension Snatchers
22/08/2003 - Investor Rally as Stock market Turns
22/08/2003 - One in eight homes may exceed the IHT threseshold
22/08/2003 - Annuity rates ‘should now be rising’
20/08/2003 - GILT YIELD FOR INCOME WITHDRAWAL CALCULATIONS: SEPTEMBER 2003
19/08/2003 - JAPAN READY TO BLOSSOM AGAIN?
19/08/2003 - Shopping Round for Annuities
19/08/2003 - 10 Things you shold know about trusts
19/08/2003 - EQUITY RELEASE PLANS ONLY SUIT THE ASSET-RICH
18/08/2003 - The Income Crisis
14/08/2003 - Confused about endowments?
14/08/2003 - Unlocking money from your home
14/08/2003 - How to make finding the right mortgage less scary.
12/08/2003 - WHY NOT BECOME YOUR OWN PENSION FUND MANAGER
01/08/2003 - EQUITY RELEASE SCHEMES
01/08/2003 - Contracting Out
01/08/2003 - Poor Investment Returns – May be due to Investor Complacency
29/07/2003 - Borrowers warned to plan for interest rate rise
21/07/2003 - Cost of Not Transferring Pensions
03/07/2003 - Government's Vision for Occupational Pensions
14/04/2003 - What's going to happen to Pensions - Govt show their hand in the green paper
02/04/2003 - Shares - Should you take the Plunge
17/03/2003 - Equities and War
11/03/2003 - Home a Loan
11/03/2003 - What is equity release
10/03/2003 - Cut the cost for Medical Care
06/03/2003 - Home loans - Worth it or not
06/02/2003 - Bank Rate cut by 0.25 % - Sees Savers Plight Worsen
06/02/2003 - Life cover was more expensive in the 'the good old days'
06/02/2003 - Would you like to buy a car for your child?
06/02/2003 - What are the needs to small to medium size business?
14/01/2003 - Better return than a building Society
14/01/2003 - Investment Comment - Best Advise Doesn't come free
13/01/2003 - It’s never too early to start saving for kids
13/01/2003 - Investing for Children - Financial Advisor 19th Dec
09/01/2003 - Investment Comment by Money Marketing
05/01/2003 - Funding the Future - Annuities Explained
02/01/2003 - Funding the Future - Annuities Explained
20/12/2002 - When is it time to get Critical illness Insurancemiums up 40 %
20/12/2002 - Requiring Faith
12/11/2002 - Getting your retirement off to a flying start
24/09/2002 - Raise pension age to 70 years
23/09/2002 - FSA report looks at pension switching
23/09/2002 - Investors fail to see true risk of trackers
23/09/2002 - Millions face retirement hardship, report reveals
01/01/1970 - History or hysteria?
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